A complete list of active advisors currently associated with Gilbert Private Wealth LLC

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

The firm provides discretionary and non‑discretionary asset management and financial planning to individuals and business entities and documents client goals, time horizons, and risk tolerances to inform investment decisions. It also offers retirement plan consulting and may serve as a limited‑scope ERISA 3(21) fiduciary for qualified plans, assisting with IPS development, investment monitoring, and participant education. Portfolio construction and security analysis use fundamental analysis and Modern Portfolio Theory to align portfolios with stated objectives, and clients may impose written restrictions on investments. Accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities, and the firm executes both discretionary and non‑discretionary strategies depending on client authorization. Compared with peers in this category, the firm’s inclusion of ERISA 3(21) pension consulting is a relatively uncommon service, and offering individual portfolio management at this stage is also less typical among similarly classified firms. The brochure notes the firm is newly formed and, in its initial filing, reports no assets under management and does not act as a private‑fund adviser.

To learn more about the advisors currently working at Gilbert Private Wealth 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.

Name	Location	Years of experience
Eric Burns	Scottsdale, AZ	10

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