Wealth Management

You've worked hard for every dollar. Make every one count.

It’s not just about the money. And your financial portfolio is not just a collection of securities and accounts. It is an investment that you’re counting on to help you achieve your life’s goals.

Too often, we see individuals who have “collected” accounts over the course of their lifetime, and after reflection find they don’t have a clear understanding of what investments they have or how they factor into their long range goals. The financial professionals of Burnham Gibson work with you to construct a portfolio based on your specific needs and objectives with a focus on risk mitigation.

With our four-step consultative process, we provide a highly personalized investment strategy based on the disciplines of asset allocation and diversification. Once we have determined the best allocation to help you meet your cash flow and accumulation goals, we construct a portfolio based on our disciplined methodology of evaluating investment managers. Using a combination of institutional management, separate accounts, mutual funds, alternative investments and exchange traded funds, we are able to provide a highly customized investment strategy that is designed with you in mind.

Consultative Process

Burnham Gibson wealth management clients receive the following services and benefits:

  • Diversified portfolios with access to industry leading, separately managed accounts and mutual funds in one account
  • Periodic rebalancing to help ensure that the portfolio is consistently meeting goals and objectives
  • Tax management strategies to help minimize tax consequences of growth in the account
  • Detailed performance reporting that keeps you abreast of your investment portfolio’s performance at all times, with statements and online access
  • Ongoing account maintenance and monitoring of market conditions to make sure your retirement and wealth accumulation accounts remain consistent with stated objectives and your goals are on track
  • Proactive planning and review meetings to discuss changes in your life and the corresponding changes needed to align your accounts

Since you’ve worked very hard for your money, your money should work very hard for you. Burnham Gibson helps assure that it will, by being proactive and providing a personalized focus that will get you closer to realizing your financial goals.