A complete list of active advisors currently associated with Gillespie Wealth Management Inc
Warmer can help you find a great advisor at Gillespie Wealth Management Inc or one who fits your needs even better.
The firm provides comprehensive financial planning and individualized portfolio management, and it offers family office services that include estate and transfer planning, integrated tax coordination, philanthropic planning, concierge support, and real estate management. It also recommends and monitors third‑party advisers and can serve in co‑adviser or solicitor arrangements to implement client strategies. Its investment approach centers on individualized asset allocation emphasizing principles of value, safety, and quality, with a particular focus on risk control to limit losses and support long‑term appreciation. The firm uses market research, prospectuses and computer models in its analysis, conducts periodic account reviews, and implements portfolios using mutual funds, ETFs, bonds, equities and treasury instruments. What is distinctive about the firm is the combination of family office and concierge offerings (including aircraft/yacht consulting and real estate management) alongside traditional advisory services, and its explicit role in recommending insurance products and third‑party managers. The brochure discloses that the adviser is a licensed insurance agent and registered representative who may receive commissions and a portion of third‑party manager fees, creating potential conflicts that the firm says it addresses through disclosure and fiduciary duties.
To learn more about the advisors currently working at Gillespie Wealth Management Inc, 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 |
|---|---|---|
Naples, FL
| 20
|
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