About Us
About Gilbert Private Wealth — Fiduciary Wealth Management, Scottsdale AZ
Our Story
Built on a Simple Belief:
You Deserve Better.
Gilbert Private Wealth was founded on a straightforward conviction — that individuals, families, and business owners deserve financial advice that is truly in their corner. Not advice shaped by commissions, product quotas, or institutional conflicts of interest.
We built this firm to be different. As an independent, fiduciary practice, we are legally and ethically required to act in your best interest at all times. That's not a marketing claim — it's the foundation of every recommendation we make.
We serve clients across the country who are navigating complex financial decisions: business transitions, retirement planning, estate coordination, and building wealth that lasts across generations.
Giving back is also at the heart of who we are. Many of our clients are generous donors — and so are we. We have pledged to give back 4% of all net income to charities of our clients' choosing, because we believe that true prosperity means lifting others along the way. It's one of the driving forces that motivates us to succeed every single day.
Meet Your Advisor
Gilbert Private Wealth
CFP® — Certified Financial Planner
With over 20 years of experience in the financial services industry, I founded Gilbert Private Wealth to deliver the kind of advice I always believed clients deserved — honest, independent, and built entirely around their goals.
My academic foundation includes an MBA from Arizona State University and a Bachelor's Degree from Brigham Young University. Combined with two decades of hands-on experience guiding clients through complex financial decisions, I bring both the technical expertise and the personal commitment that wealth management demands.
As a CFP® professional, I am held to the highest standard of financial planning practice — a fiduciary obligation to act in your best interest, always.
How We Work
Our Approach
We use a six-tiered approach to accomplishing our mission — built around you, not around us.
Listen First
We invite you to share your financial goals, investment experience, and risk preferences. In order to develop a custom plan for you, it's crucial to understand what motivates you, what success looks like to you, and what you'd like to achieve.
Personalize Everything
One size doesn't fit all, and neither should investments. We work with you to develop a plan based on your goals, not ours. As independent fiduciary advisors, we will never push a product you don't need. We only make recommendations based on what's in your best interest. This is our promise.
Keep Things Simple
In an industry that seems to thrive on complication and even confusion, we strive for simplicity. Investing and developing a plan shouldn't be like learning a foreign language. We translate complexity into clear, actionable guidance you can actually use.
Communicate Proactively
We love our clients and love updating them on their progress. You'll hear from us regularly with updates on your plan, the markets, and your investments. No news is not good news — we believe in staying in front of you.
Succeed Together
Seeing clients succeed and thrive is a passion of ours — it's what drives us. We relentlessly look for opportunities for our clients to improve their lives and legacies. Building and maintaining wealth takes hard work. You're likely already very successful. Our job is to make you more successful, and we absolutely love the challenge.
Give Back
We believe that true success extends beyond financial returns. That's why we have pledged to give back 4% of all net income to charities of your choice. When you work with Gilbert Private Wealth, your success helps create a lasting impact in the communities and causes that matter most to you.
Our Mission
"To help individuals, families, and business owners make confident financial decisions through personalized advice, disciplined planning, and a steadfast commitment to putting clients first."
Our Commitment
The Fiduciary Difference
Fiduciary Standard
We are legally required to act in your best interest — always. Not just when it's convenient, not just when it's profitable for us. Every recommendation we make is held to this standard.
Transparent Compensation
We are compensated only by you — never by commissions, referral fees, or product sales. This eliminates the conflicts of interest that plague much of the financial services industry.
Independent & Objective
We are not affiliated with any bank, brokerage, or insurance company. Our independence means we can recommend whatever is truly best for your situation — from any provider, any product.
Personalized Advice
No cookie-cutter portfolios. No one-size-fits-all plans. We take the time to understand your goals, your values, and your life — and build a financial strategy that reflects all of it.
What Guides Us
Our Core Values
01
Integrity
We say what we mean and do what we say. Our clients trust us with their financial lives — we take that responsibility seriously.
02
Clarity
Financial planning shouldn't feel overwhelming. We translate complexity into clear, actionable guidance you can actually use.
03
Partnership
We're not just advisors — we're partners. Your success is our success, and we're with you for every milestone and challenge.
Ready to Work With a Firm
That Works for You?
Schedule a complimentary consultation with our Scottsdale team.