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