Wayne Gilbert & Company
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.
For 45 years, Wayne Gilbert & Company has built lifelong working relationships with clients on the foundation of trust. We believe that a long-term client-advisor engagement, built on mutual trust, is the single greatest factor in achieving your financial vision of the future. Our Commitment The conviction to do what is best for you determines every decision we make when delivering our strategic planning, wealth management, and numerous other comprehensive solutions. Our Principle We designed our firm around maintaining fewer client relationships in order to ensure the highest level of world-class service is given to each and every client. Rather than seeking mass appeal, we selectively partner with dozens clients across the country. By collaborating with WG&Co, you gain access to top professionals in their respective industries; Estate Planning Attorneys, Accountants, Institutional Money Managers, and more. 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
Address: 211 East Carrillo Street Suite 302 Santa Barbara, CA 93101, USA
Phone: +1 805 565 4402
FAX: +1 805 969 1404
