Loveland, CO Office
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Gibbs Wealth Management, LLC
Multi-team
Firm-wide stats for Gibbs Wealth Management, LLC
About
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.
Based on Gibbs Wealth Management, LLC
Expertise
Based on Gibbs Wealth Management, LLC
Location
750 W. Eisenhower Blvd, #300
Loveland CO 80537
Advisors at this office
2
Advisors at this office
Keegan C
Series 66, Series 63
Loveland, CO
Gibbs Wealth Management, LLC
Keegan Colangelo is a financial advisor with Gibbs Wealth Management, LLC in Loveland, Colorado. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior roles at Thrivent Financial and TW Retirement Strategies. Outside of advising, he has experience managing tenant communications and maintenance scheduling for a rental property he owns. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios using third-party platforms and strategists. The firm focuses on assessing clients’ financial situations, goals, and risk tolerance to select suitable model portfolios rather than constructing proprietary investments.
Thomas W
Series 63, Series 65
Loveland, CO
Gibbs Wealth Management, LLC
Thomas Watson is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Triumph Wealth Advisors, Inc. and TW Wealth Management. Outside of his advisory role, he owns TW Retirement Strategies, which sells non-securities insurance products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s approach focuses on selecting and monitoring model portfolios based on a client’s financial situation, goals, and risk tolerance.
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