About Gilman Private Wealth

Gilman Private Wealth's deeply personal approach goes beyond wealth and investment management. We strive to create lifelong partnerships to align your affluence with your goals.

Experience. Opportunity. Growth.

Gilman Private Wealth takes pride in the J.P. Morgan Wealth Partner designation we have earned. Wealth Partners help 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 wealth advisors only focus on investing. One of Gilman Private Wealth's abilities is to look at the big picture and to help integrate our client's investments, income requirements and personal goals into one comprehensive wealth management plan. We accomplish this through our individualized approach, which comprises six pillars designed to address the key dimensions of each client's financial life. This approach is the very essence of our client's path toward financial enlightenment and, commensurately, is the most essential link that connects Gilman Private Wealth 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 multi-generational 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, we strive to relieve financial challenges that often accompany significant achievement. Our team, with nearly 35 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 the many facets of our client's financial situation.

Gilman Private Wealth utilizes the six-pillar process to help our clients pursue financial success. This 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 strategy in a high-touch and effective system.

The 6 pillars are:

1. Banking, Trust Services & Elder Compass
2. Estate Tax Planning, Inheritance Planning & Wealth Preservation
3. Cash Management & Balance Sheet Optimization
4. Income Tax Planning & Personal Budgeting
5. Risk Management & Philanthropy
6. Asset Allocation Modeling

Our group welcomes the opportunity to both support your family and build your legacy. It is a privilege to help preserve 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 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 inter-generational wealth.

Gilman Private Wealth has created multiple affinity groups with which our clients can identify, including:

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

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, we are more than just your wealth advisors. We are your life mentors and are just a phone call away.