GSB Wealth Management

GSB Wealth Management is a Registered Investment Adviser that has been providing customized investment advice and portfolio solutions to our clients since 1999. Today, we are proud to serve as advisers to over 150 families and charitable organizations. A great many of them have been with us since our inception.

Meet with an investment adviser

Your Financial Future Can Take Many Paths.

Let Us Guide You to the One that’s Right for You.

Your financial well-being is our mission. In service to that mission we take the time to assist you in defining your financial goals and setting your priorities. Whether that’s to fund a financially independent retirement, realize the fruits of your philanthropic endeavors, provide on-going support for loved ones or stretch your personal horizons and experiences; we’ll be with you at each step of the journey.

It’s been our experience that it’s life’s transitions that cause one to seek guidance, or reassurance, regarding the financial impact of recent events or decisions in their lives. If you’re considering, or experiencing, a significant life event; retirement, divorce, the sale of a company, or the passing of a loved one, we have the experience that can help you.

Only by first understanding your unique financial and personal circumstances can we create a financial course of action that will serve as the focal point to accomplishing your goals. Our portfolio construction methodology is a rigorous asset allocation process that will consider investments on your behalf across a broad range of asset classes.

We invite you to contact us, and together, we can explore how to create the financial future that you envision for your family.

Learn About The Fiduciary Standard

We don’t settle for high cost generic solutions.

Our team designs portfolios with your specific needs in mind.

Questions to Consider When Choosing an Investment Adviser

Choosing an adviser to work with you and your family can feel like a daunting task. While there are no right or wrong answers to these questions, a thorough understanding of the distinctions between how advisers are regulated and compensated can give you a solid foundation for determining what type of advisory relationship is optimal for you. Some questions to ask any potential adviser are:

Are you a fiduciary?
How are you compensated?
Do you receive any compensation from anyone other than your clients?
What percentage of your clients are like me?
What other services do you provide?

We invite you to discuss these questions with us. We think you’ll like what we have to say.

Our People

Contact Us Today

Our investment advisers are committed to putting your needs, wants, and priorities first. Discover how we can assist you with personalized investment management and retirement solutions.

Meet with an investment adviser