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Your Financial Guide Through the Journey of Life

A trusted advisor supports your financial journey— One that lasts for the rest of your life. Helping you feel confident about your future is at the heart of what we do. We’d appreciate the opportunity to start earning your trust.

Welcome to Wayne Gilbert & Company...
Your Tailored Approach to Wealth Management

Financial Guidance

Navigating today’s increasingly volatile financial markets should not be left to a standardized, one-size-fits-all investment product. We specialize in understanding the unique circumstances of your situation and implementing unique, tailor-made plans that fit your current needs while providing a foundation for future growth. Wherever you are in your financial journey, let us take you to the next level.

Protecting your Legacy

At WG&Co, we help to understand your uncertainty about the future, and in that understanding, find opportunity. Together we can create satisfaction and confidence for tomorrow by planning today.

The best time to plant a tree was 20 years ago... the second best time is now.

Wealth Management

Maintaining and growing your wealth requires patience and foresight. By partnering with WG&Co, you gain a wealth manager who seeks to earn your trust and who understands the unique complexities of your financial situation and provides you with the expertise and resources across investment management, financial planning, and more.

Insurance Services

One of the most valuable things you can posess is the peace of mind gained by preparing for the unexpected. Let WG&Co comprehensive insurance planning provide the security and protection to put you and your loved ones at ease.

Our Areas of Expertise

Tax Strategies

We work closely with your tax advisor to help design a plan with the goal to minimize your taxation and suggest other tax efficient strategies you may not have considered.

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Investment Strategies

We develop, implement and monitor an investment strategy aligned with your objectives. Our reviews seek to help minimize risk and volatility,while you pursue the income and growth you desire. We believe an active approach to managing your assets in an ever-changing financial marketplace may result in better outcomes and increased protection for your wealth over time.

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Estate Planning

Our team can put a strategy in place that seeks to help protect your wealth from potential taxes,creditors or changes in marital status, and help keep your assets within your family and ensure your legacy is preserved for future generations.

A true picture of wealth goes beyond your personal balance sheet. We create a roadmap to help you navigate life’s changes and work towards the life you envision.

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