Ronald Gelok & Associates

Financial ServicesNew Jersey, United States2-10 Employees

Most retirees don’t have an income problem - they have a tax and coordination problem.

Ronald Gelok & Associates (RGA)is a fiduciary wealth management firm focused on helping retirees and pre-retirees make more informed decisions as they transition into retirement.

We specialize in:
– Tax-efficient retirement income planning
– Coordinating investment, insurance, and tax strategies
– Helping clients avoid costly mistakes during distribution years
– Creating structured, reliable income in retirement

Our clients are typically individuals and families with $1M+ who want clarity, structure, and confidence around their financial decisions.

If you're approaching retirement and want a more strategic approach to income and taxes, we’re happy to start with a conversation.


Led by Certified Financial Fiduciaries with decades of experience in retirement and income planning.

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