Your trusted investment partners

The Wells Gibson Way

We approach wealth planning and management with one very clear objective — securing a financial future for you and your family that is focused on a lot more than just making you money. Our ethical process pivots around three pillars… 

WealthSpan™

our unique wealth planning service

Authentic Portfolios

our evidence-based investment strategy

Trusted partnership

our client relationship approach

As your ‘trusted partner’ we are at the heart of your financial life, confronting your worries and looking at alternative futures to keep you on track and empower you to make wise choices for you and your family.

How we make it happen

Week 1

Discovery Meeting

By Week 7

WealthPlan™ Meeting

By Week 9

Commitment Meeting

By Week 13

Follow-up Meeting

Annually

Annual WealthPlan™ Meetings

We use this roadmap no matter where you are on your financial journey — still working but edging closer to retirement, already retired with an existing portfolio, or ready to invest a welcome windfall to support you and your family in years to come.

Between all these milestone meetings, you always have access to us by phone, email, or via Wells Gibson Connect. This intuitive app for desktop, tablet, and phone is designed so you can see your entire financial life in one place.

And our fees? Full details are here.