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Our Services

As your wealth grows over time, so too does the complexity of challenges to be navigated. For individuals desiring a lifetime working relationship to help manage one's wealth, Wayne Gilbert & Company’s Private Client Solutions provide comprehensive attention to your financial needs— Protecting the Legacy you’ve spent a lifetime creating.

Let’s begin a conversation about how we can serve as your trusted, comprehensive Wealth Manager.

Core Invest Management

  • Goals and objectives review
  • Custom analysis of risk tolerance
  • Investment management agreement
  • Overall net worth analysis
  • Cash flow and budget review
  • Asset allocation review
  • Portfolio rebalancing
  • Portfolio performance reporting
  • Tax and cost-basis reporting

Financial Planning

  • Comprehensive financial plan
  • Business balance sheet review and analysis
  • Retirement needs analysis
  • Income distribution strategies
  • Education planning and funding
  • Tax planning
  • Comprehensive insurance planning
  • Estate planning services
  • Consolidated online account access
  • Secure e-document organizer

Comprehensive Wealth Management

  • Strategic planning for wealth conservation
  • Charitable gifting strategies
  • Trust creation and asset integration
  • Tax-optimized investing and giving
  • Executive compensation planning for:
    • Deferred compensation
    • Stock options -Concentrated portfolios
    • Business financial planning -Annual financial plan updates