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

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

Gilpin Wealth Management LLC is a registered investment adviser run by a four-advisor team that manages roughly $227 million for individuals, pension and profit-sharing plans, charities, and corporate clients. The firm offers comprehensive and ongoing financial planning, discretionary portfolio management, retirement plan consulting (including ERISA 3(21) and 3(38) services), and may recommend third‑party investment advisers. The firm builds customized portfolios from model strategies and uses a mix of asset allocation, tactical asset allocation, fundamental and technical analysis, and modern portfolio theory, exercising discretionary authority to implement trades. Portfolios may include a broad set of instruments — ETFs, mutual funds, equities, fixed income, structured notes and alternative investments — and accounts are reviewed at least quarterly with attempts to meet clients annually. What distinguishes the firm from many peers is the other business activities of its owners: they operate seasonal tax-preparation companies and one owner is a licensed, practicing attorney, and the brochure discloses that these services may be recommended to clients with conflicts-of-interest management procedures. The firm also describes using solicitor arrangements when referring third-party advisers and providing ERISA fiduciary services for retirement plans, both of which can result in separate engagement relationships and fees.

To learn more about the advisors currently working at Gilpin 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.