A complete list of active advisors currently associated with Gibert Wealth Management
Warmer can help you find a great advisor at Gibert Wealth Management or one who fits your needs even better.
Gibert Wealth Management provides discretionary wealth management to individuals, families and business owners and delivers retirement plan advisory services to employer plan sponsors. The firm's initial SEC registration was filed in 2026 and its Wealth Management program uses a broad set of securities — including stocks, bonds, mutual funds, ETFs, REITs and options — to implement client portfolios. The firm describes an investment process that combines quantitative and qualitative analysis, modern portfolio theory and charting, and offers ongoing financial planning and incidental consulting alongside portfolio construction, monitoring and rebalancing with periodic (typically quarterly) reviews. Gibert may allocate to third‑party Independent Managers through a custodian program and can incorporate alternative investments, options and margin positions when appropriate. Several features stand out relative to peers: the firm’s representatives are licensed to sell insurance and may receive commissions or non‑cash compensation from insurance and annuity sales, a potential conflict the brochure discloses and says will be managed under its fiduciary duties. The firm provides both individual portfolio management and ERISA Section 3(21) retirement plan consulting while reporting no private‑fund advisory activity, and it discloses receipt of economic benefits from a recommended custodian that could influence custodian selection.
To learn more about the advisors currently working at Gibert Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 29
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")