Our Services

Professionals at Gibraltar Wealth Management have had extensive experience in the financial services industry and recognize that all too often securities professionals, in an attempt to provide a broad array of services to clients, may fall short of client expectations. In many instances working with such an organization leaves a client disappointed and confused as to the direction being taken to best achieve their financial goals. At Gibraltar a keen awareness exists that we must limit the services available so we may provide the focus necessary to address specific areas of need for our clients’ financial strategies. It is with this mission in mind that we are able to offer investment planning solutions that are tailored to realize goals for accumulation of wealth and its preservation. Accordingly, an intentionally limited scope of services is offered so that we may concentrate directly on the client’s need rather than a corporate need for expansiveness. Certain members of our team are registered as investment adviser representatives and certain members are registered with Cresap, Inc., a broker/dealer registered with the Financial Industry Regulatory Authority (FINRA), as registered representatives and can, therefore, accommodate those instances where securities transactions are needed or preferred. Our available services include, but are not limited to:


Financial Consulting

  • Implementation of the Wealth Management System
  • Preparation of a review of your overall financial situation, including a written report of recommendations covering cash flow, tax planning, investment planning, estate planning and risk management.
  • Preparation of a written Estate Planning Summary and recommendations.
  • Preparation of written Retirement Planning Report and recommendations.
  • Preparation of an update of your existing financial plan.

Investment Consulting

  • An initial unbiased review and assessment of the past results of investment management services applied to investment portfolios.
  • Recommendation of alternative investment managers based on refinement of client’s investment objectives.
  • Ongoing monitoring and assessment of adviser’s results relative to market indices and industry peers.
  • Participation in client meetings with investment manager representatives.
  • Preparation of a written Asset Allocation Report and recommendation.
  • Preparation of a written analysis of your current investment portfolio and recommendations for change.
        
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