Private Services

Get a proactive ally for your personal wealth.

Whether you’re securing your own financial future or that of your company, we treat your wealth—and health—with the care it deserves.

There’s more to your future than a dollar figure.

Wealth Management

We help you chart a course to financial freedom, tailoring a strategy to your near- and long-term goals, taking into account tax implications and risk tolerance, and making the appropriate adjustments as life events change.

Financial & Estate Plans

When it comes to your goals, it’s important to consider your current lifestyle and aspirations as well as your future, both in retirement and the legacy you’ll leave. We analyze, strategize, and monitor your plans to ensure they fit your life—today and in the future.

Insurance Services

Burnham Gibson Wealth Advisors are experienced in income protection, such as life insurance, and healthcare, so we’re prepared to review your existing policies and propose solutions designed to protect the most important people in your life.

Burnham Gibson is more than a broker. We’re your consultant and advocate.

Building relationships builds trust.

While we’re experts in wealth management, we don’t think of ourselves as “brokers.” Rather, we operate as your trusted consultant, investing the time and effort it takes to understand your specific situation and goals, and design a strategy to realize them.

Wealth services tailored to your specific needs.

Wealth Management

Your advisor ensures your portfolio is diversified, periodically rebalanced, and tax optimized to fit your goals. We conduct due diligence through performance reporting and maintenance, along with providing planning and review meetings.

Financial & Estate Planning

Our personalized consulting process helps you build a wealth plan—for today and the future—that defines your legacy. We’ll guide you through five key steps: Discovery, Analysis, Strategy, Implementation, and Review.

Insurance Services

We review your existing lines of coverage and develop personalized recommendations for your Life insurance, Disability income insurance, Long-term Care insurance, and Health insurance (including Dental and Vision) needs.

Allocation Assessment

We determine the most appropriate allocation strategy to help meet your cash flow and accumulation goals, then construct a well diversified portfolio based on our disciplined methodology of evaluating investment managers.

Investment Recommendations

We provide a highly customized investment strategy, designed with you in mind, using a combination of institutional management, separate accounts, mutual funds, alternative investments, and exchange traded funds.

We work differently because we think differently.