What We Do
Services — Gilbert Private Wealth, Scottsdale AZ
As independent fiduciary advisors, every service we offer is built around one principle — your best interest, always. No commissions. No conflicts. Just honest, personalized advice.
Investment Management
Disciplined, evidence-based portfolios built around your life.
At Gilbert Private Wealth, investment management is never one-size-fits-all. We build and manage portfolios grounded in evidence-based principles — designed to grow your wealth over time while staying aligned with your goals, timeline, and tolerance for risk.
- Personalized asset allocation based on your goals and risk profile
- Diversified portfolios across asset classes and geographies
- Ongoing monitoring to stay on track
- Tax-efficient investing strategies to minimize drag on returns
- No proprietary products — we recommend what's right for you
- Transparent reporting so you always know where you stand
Our Process
01
Discovery
We learn your goals, timeline, and risk preferences in depth.
02
Portfolio Design
We build a custom, diversified allocation tailored to your situation.
03
Implementation
We execute the strategy efficiently, minimizing costs and taxes.
04
Ongoing Management
We monitor, rebalance, and adapt as your life and markets evolve.
Retirement Planning
A retirement income strategy designed to last as long as you do.
Whether retirement is 10 years away or already here, the transition from accumulation to income is one of the most complex financial shifts you'll face. We help you navigate it with confidence — building a plan that funds the life you've earned while protecting what you've built.
- Retirement income projections and gap analysis
- Social Security optimization strategies
- Tax-efficient withdrawal sequencing (IRA, Roth, taxable)
- Required Minimum Distribution (RMD) planning
- Healthcare and long-term care cost planning
- Stress-testing your plan against market downturns and inflation
Our Process
01
Retirement Readiness Review
We assess where you are today versus where you need to be.
02
Income Strategy
We map out a sustainable withdrawal plan across all your accounts.
03
Risk Reduction
We adjust your portfolio to protect against sequence-of-returns risk.
04
Ongoing Monitoring
We revisit your plan annually and after any major life change.
Estate Planning Coordination
Ensure your wealth reaches the people and causes you care about most.
Estate planning is about more than documents — it's about making sure your values, your wishes, and your wealth transfer exactly as you intend. We work alongside your estate attorney to ensure your financial plan and estate plan are fully aligned, leaving nothing to chance.
- Beneficiary designation review across all accounts and policies
- Coordination with your estate attorney on wills and trusts
- Titling and ownership structure review
- Gifting strategies and annual exclusion planning
- Charitable giving and donor-advised fund strategies
- Business succession planning for business owner clients
Our Process
01
Estate Audit
We review your existing documents, beneficiaries, and account titles.
02
Gap Identification
We identify misalignments between your financial and estate plans.
03
Attorney Coordination
We collaborate with your estate attorney to close the gaps.
04
Ongoing Review
We revisit your estate plan after major life events and tax law changes.
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Ready to Get Started?
Schedule a complimentary consultation and let's build a plan around your goals.