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.
