Gilman Private Wealth Management

Gilman Private Wealth Management's deeply personal approach goes beyond wealth and investment management. We strive to create lifelong partnerships to bring your affluence to its full potential.

Experience. Opportunity. Growth.

Gilman Private Wealth Management takes pride in the J.P. Morgan Wealth Partner designation it has earned. Specifically, a select few wealth management groups merit a J.P. Morgan Wealth Partner designation by helping their clients design bespoke wealth strategies that consider their complex needs across both their personal and professional finances—delivering the attention, immediacy, and insights of a family office-style participation. J.P. Morgan Wealth Partners are backed by the strength of a leading global firm, with more than 200 years of proven experience and over $2 trillion in assets under management.¹

There is a common misconception that financial advisors only focus on investing. One of Gilman Private Wealth Management's distinguishing talents is our team's ability to look at the big picture and to help seamlessly integrate our client's investments, income requirements and personal goals into one comprehensive wealth management plan. We accomplish this through Gilman Private Wealth Management's unique Wealth Foundation Academy, which is comprised of six pillars covering all aspects of our client's financial life. The Wealth Foundation Academy is the very essence of our client's path toward financial enlightenment and, commensurately, is the most essential link that connects Gilman Private Wealth Management with our clients. Our fundamental philosophy is that the concept of wealth management is more akin to a journey than a sprint. The art of multigenerational planning is not about thinking about what the market will be doing today, rather, it's considering the enduring, sequential impact that the choices clients make today will have on their families in the long term.

At Gilman Private Wealth Management, we strive to relieve the financial challenges that often accompany significant achievement. Our team, with over 262 years of experience in the financial services space, is structured to assist you in navigating the complexities of significant wealth. We can deliver comprehensive advisory guidance to attend to every element of our client's financial situation.

Gilman Private Wealth Management utilizes the six-pillar process to help our clients pursue financial success. This proprietary approach, which comprises a call/meeting with the client for each pillar, allows us to have a hands-on approach to wealth planning, touching the entirety of our clients' financial lives. The end goal: be a value-add to all clients, seeking to cover all facets of their Investment Policy Guidelines in a high-touch and effective system.

The 6 Pillars are:

1. Cash Management, Banking, & Trust Services
2. Estate Tax Planning, Inheritance Planning & Wealth Preservation
3. Balance Sheet Management
4. Income Tax Planning Strategies
5. Asset Allocation Management
6. Risk Management Services

Our group welcomes the opportunity to both support your family and build your legacy. It is a privilege to help protect and transfer what you have worked so hard to build. As trusted stewards of your family's legacy, we provide leadership and direction to manage family dynamics across multiple generations. Since we understand that the continuity of financial values is important, our team assists with guiding and preparing younger generations for the responsibilities that accompany the inheritance of wealth. With our Next Generation Education planning approach ("NextGen"), we can help ensure that the heirs of your estate will be ready to cross the bridge of wealth when the time comes. NextGen is an educational process created and operated by Gilman Private Wealth Management that is specifically designed for the future heirs of clients' estates to educate them on the basics of investing. It is able to accomplish this by offering a variety of events and workshops that are as comprehensive in scope as they are precisely targeted to each one of the participants who attend. The ultimate goal for NextGen is that every individual who journeys through its evolving curriculum is both sufficiently prepared and properly equipped to handle the great responsibility that is inherent in intergenerational wealth.ㅤ

Beyond our Wealth Foundation and NextGen educational focuses, Gilman Private Wealth Management has created multiple other communities with which our clients can identify, including:

1. NextGen
2. NextGen Men
3. Women, Wealth & Wellbeing
4. Beauty & Beyond
5. Wealth Foundation

To work on such an intensive scale, we harness an unparalleled level of connectivity and, moreover, the power of our team's vertically integrated backgrounds to provide multiple layers of networking and know-how that help enhance our clients' lives. At Gilman Private Wealth Management, we are more than just your financial advisors. We are your life mentors and are just a phone call away.