A complete list of active advisors currently associated with Gibraltar Wealth Management, LLC

Warmer can help you find a great advisor at Gibraltar Wealth Management, LLC or one who fits your needs even better.

Gibraltar Wealth Management advises individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, corporations and private investment funds, providing financial counseling and consulting, investment management, wealth management, sub‑advisory services and a retirement‑plan Relative Strength advisory service. The firm offers both ongoing discretionary and non‑discretionary portfolio services and also provides an “Inter‑Active” program for clients who want more collaborative, education‑focused support. The firm emphasizes a limited, tailored service offering intended to focus on clients’ accumulation and preservation goals, employing a mix of model provider implementations, proprietary asset allocation and individual security selection. GWM routinely allocates client assets among independent managers and uses a multi‑asset class framework that can include ETFs, mutual funds, individual securities and, for accredited investors, illiquid alternative investments accessed via private partnerships. What distinguishes Gibraltar from many peers is its role as investment manager to a pooled investment vehicle (First Princeton Partners II, LP) and its use of performance‑based fee arrangements for certain pooled and separate accounts — arrangements the adviser makes available only to qualified or accredited investors. The firm also reports a material portion of assets managed on a non‑discretionary basis ($49.3 million as of December 31, 2025) and supplements traditional portfolio management with plan‑menu consulting and a more interactive advisory offering.

To learn more about the advisors currently working at Gibraltar Wealth Management, LLC, 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.