Bridgeville, PA Office

Gibbs Wealth Management provides discretionary investment advisory services to individual and high‑net‑worth clients through an advisor‑directed Model Management program that relies on third‑party platforms and strategists. The firm implements model portfolios made available via OPS and Orion OCIO and, in limited circumstances for concentrated holdings, may engage a third‑party options manager to implement hedging or income strategies.

The firm’s investment process centers on assessing a client’s financial situation, goals, and risk tolerance to select and monitor third‑party Model Portfolios rather than selecting individual securities or constructing proprietary portfolios. Gibbs does not present standalone financial planning as a core service and relies on its platform partners for portfolio design, trade implementation, and operational support.

Distinctive features disclosed in the brochure include revenue‑sharing arrangements with its platform and OCIO providers and the fact that several supervised persons are licensed insurance agents who may receive commissions, each identified as potential conflicts mitigated by disclosure and supervisory procedures. The firm also discloses a supervised person’s passive ownership of a real‑estate holding company and regulatory and customer‑initiated matters involving certain supervised persons, all described in its compliance disclosures.