Gibraltar Financial, LLC is a boutique wealth management firm whose members have a combined 40+ years of experience serving high-net-worth individuals, families and small businesses. We understand that with your financial success, you have come to expect superior service and rely on sage counsel from experts. We are here to provide just that – personalized attention and recommendations that are based on our depth of experience and expertise. We work together with our clients to understand what is important to them and come up with a highly customized plan to accomplish their goals and objectives.
Our team members have earned industry credentials, including the Certified Public Accountant/Personal Financial Specialist (CPA/PFS), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Alternative Investment Analyst (CAIA) and one member currently pursuing the Chartered Financial Analyst (CFA) designation. Many of these designations require continuing education so that holders remain current on emerging trends, rules and regulations in the industry. While many of these designations and credentials are not required, the pursuit of these elective credentials demonstrates our commitment to excellence in the industry and supports our high level of service to our clients. Click on the images below to learn more about the benefits of working with advisers with these credentials.
Institutional Quality Advice
Generally, highly sophisticated investment strategies and alternative asset classes were reserved for the largest institutions, such as pensions, endowments and ultra-high net worth individuals. These strategies can be very illiquid and extremely expensive to own, making them cost prohibitive for most individuals. Because of our relationships with several of the largest asset managers in the world, we can bring many of these same strategies to our clients in an extremely competitive manner. We call this the “Institutional” experience, tailored for the high net worth individual and small business owner. All our research is done in-house and driven by experience, professional credentials and expertise.
We are the “go-to” for all matters pertaining to managing your wealth. Whether you’re in the early, middle or late stage of your financial life, we are prepared to guide you with a personalized approach to maximize your total wealth and achieve your goals. The holistic approach requires focused attention to detail and strategic advice tailored to your specific needs.
Full Transparency and Accountability
We provide our clients full access and transparency to all their accounts at their primary custodian and through personalized online access where clients can run custom reports to view their performance over various time periods. We show our clients’ rate of return, net of all fees and expenses, and break out line item by line item all components, including advisory fees paid to us over the life of the engagement. We would expect nothing less from an adviser and think our clients should expect the same.