A dedication to what matters most
We understand that wealth is rarely an end in itself—it is a means by which our clients enhance their lives and those of their families. As trusted stewards of this aspiration, we feel a deep obligation to oversee the intricacies that often accompany the accumulation of significant assets. Our mission is to provide customized advisory guidance and full-service support to help you preserve and protect your wealth and secure a legacy for the next generation.
Multifamily office approach
Our team provides a family office–style experience and direct access to an array of services tailored to address clients’ complex and sophisticated requirements. As your single point of contact to the firm’s breadth of global resources, we are equipped to attend to a host of intergenerational wealth objectives that range from estate planning strategies and business succession planning to tax-efficient transfer ideas and family governance.
The founder of The Gilman Wealth Management Group is a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. This distinction empowers our team to craft and customize separately managed investment accounts with a focus on asset allocation.
We call upon our deep knowledge of exchange-traded funds to create proprietary indexed ETF models (e.g., equity, balanced and fixed income). Our credit research and trading strategies position us to take advantage of the inefficiencies presented in the over-the-counter municipal bond market. We also provide security analysis with regard to interest rate sensitivity of existing bond portfolios. The management of short-term, fixed income assets is one of our group’s strengths.
Path toward tailor-made strategies
Our process begins with an evaluation and understanding of your individualized needs and risk parameters. From these inputs, we develop a plan and accompanying asset allocation, then stress test our assumptions. Using analytical tools and techniques, we monitor portfolios closely and make adjustments as financial objectives evolve. By working seamlessly alongside attorneys, accountants and your other professionals, we enable you to benefit from investment guidance and planning services that help care for your financial well-being.
Uniquely structured team
We have vertically integrated ourselves around a strong team of professionals with differing, yet complementary backgrounds. These synergies work on many levels to help ensure robust support for an inclusive array of asset management needs. We have a CERTIFIED FINANCIAL PLANNER on staff to design and implement tailored financial plans. This distinction ensures that our team is held to a fiduciary standard of care that looks out for the best interests of our clients. As an essential component of the group’s organizational structure, we have established an investment advisory committee that meets on a regular basis to both review and seek ways to improve on portfolio plans and strategies. We communicate these insights on a frequent basis.
Strong service orientation
By working with a limited number of clients, we offer you the highest level of personal attention and responsiveness. This client-driven approach is the hallmark of all that we do. With a team that has worked cohesively together for many years, we bring a rigorous due diligence to the details of every relationship.