Interested in Financial Planning with Gilbert Wealth? I want to help you achieve the future you envision.

Contact me. Whether you’re interested in managing investments, creating a retirement income, reducing taxes, building a legacy, simplifying student loans, or simply protecting your family– I can help.
I’m happy to answer any questions you might have. Let’s get started.

Fill in this contact form and I’ll get back to you as soon as possible. You are my first priority.





    How should I contact you?



    Steven Gilbert

    Why contact Gilbert Wealth? What sets Steven apart?

    Comprehensive

    All the parts of your finances need to work together in a way that meets your goals and aligns with your values.

    Every person’s financial situation is different and deserves individual attention. Everyone needs a different set of services and those financial needs change as you move through different life phases. Having me as your Financial Advisor means I will work with you to understand and navigate each transition. Most importantly, I will make sure each strategy we put in place works together with the rest like a well-oiled machine. 

    Learn more about our services

    Independent

    My practice is solely focused on providing services with the most value for my clients.

    I am not beholden to any particular company’s products– I can search all available products to find the appropriate solution for your individual situation. 

    As a solo practice, I can be responsive to the new products available in the marketplace to optimize your advising experience.

    As a Registered Investment Advisor unhindered by mass corporate goals, I am not distracted from my main role as your advisor–  you are my first priority.

    Learn more about Steven

    Fee Only

    My fees are straightforward and paid by you directly quarterly or semi-annually.

    I do not charge an “Assets under Management” fee (a percentage of all the money you invest directly with me). I, therefore, will not push you to bring over your accounts under me– if all your retirement income is with your employer, that’s fine! We can still work together. You do not need to have a set amount of assets to begin planning with me.

    I do not take any commissions, so I am able to access better, more cost-efficient insurance and annuity products for you.

    Learn more about my fees

    A Simple Process

    What does getting started with Gilbert Wealth look like?

    1

    Initial Consult
    with Steven Gilbert

    Schedule your initial complimentary consult. Let's find out if Gilbert Wealth is a good fit for you. We'll discuss your financial situation and how I might be able to help.

    2

    Explore Strategies
    with Gilbert Wealth

    Once you are my client, we will get organized and dive deep into your goals and how to get there. We will decide what strategies will be best for you and determine the optimal structure for your investments.

    3

    Steven keeps you on Track to Achieve your Goals

    As your life changes, your needs change, too. We will anticipate these changes and continue to adjust your strategies and put in any new pieces of the puzzle at just the right time .

    Looking for further insight?

    Check out the Certified Financial Planner Board’s article “Why Choose a CFP Professional?”