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Investments don’t have to be confusing. Gilchrist Wealth Management seeks to provide superior advisory services for investable cash, demystify capital markets and achieve goal-matched risk-adjusted returns on capital.

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Gilchrist Wealth Management

Every person who has money to invest needs a plan to achieve their financial goals. Employing expertise and experience, Gilchrist Wealth Management helps develop, implement and maintain your tailored personal investment portfolio plan.

As an Investment Advisory Representative, Stephen Gilchrist, a Certified Investment Management Analyst® advisor and Personal Financial Planning Certificate holder, follows a fiduciary standard which places the client’s interests first.

Are you a successful executive or business owner with no time to study ever-changing global financial markets and want to ensure you’re investing your earnings in a way that matches your goals? Perhaps you’re near or in retirement and seek an advisor to help structure a financial investment plan that will meet your income needs throughout your retirement? Click the button below to start a conversation to see if Gilchrist Wealth Management might be a good fit for your needs.

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The Difference

In a sea of Financial Advisors, finding the right one can sometimes feel overwhelming. Gilchrist Wealth Management seeks first and foremost to build lasting relationships based on mutual trust and understanding. When a match is made, the portfolio process begins by examining goals, designing a plan and implementing it, by employing a rigorous process of financial analysis.

When it comes to a plan for financial investments, one size does not fit all and together we’ll work to design a portfolio that meets your goals. The concept of a risk-adjusted investment return is key to understanding how a portfolio will perform over time. All investments carry some form of risk, whether it’s the opportunity-cost and purchasing-power risk of a bond or the company and financial risk of a stock. Explaining the risks that each investment carries and building a portfolio that strives to manage various risks is the fundamental process of portfolio construction.

At each step of the way, Gilchrist Wealth Management will be there to answer questions, provide guidance and help you navigate financial markets.

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    Financial Walkthrough

    The process begins with a thorough review of your resources, goals and values.

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    Investment Plan

    Structure a financial plan that will seek to meet your goals, while preserving your values.

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    Portfolio Building

    Low-cost investments, maximize risk-adjusted returns of non-correlated asset classes.

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    Wealth Management

    Continually monitor global capital markets and your managed portfolio to help you navigate your financial journey.

Foundational Principles

The first foundational principle of business at Gilchrist Wealth Management is trust, which is earned over time. Trust in the advisor client relationship, trust in the financial plan and trust that as a fiduciary, Gilchrist Wealth Management always acts in the clients’ best interest.

The second foundational principle is to always act ethically. Gilchrist Wealth Management maintains the highest ethical standards. You can rely on full and transparent disclosure of all potential risks, rewards and costs of every plan.

The third foundational principle is a rigorous program of continuing financial education. Financial markets change constantly through geopolitical shifts, regulatory changes and unexpected global events. Knowledge can quickly expire when global financial markets change. By maintaining a schedule of topical continuing education, Gilchrist Wealth Management offers timely and accurate financial guidance.

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Investment advisory services offered through Independent Wealth Network, Inc., a SEC Registered Investment Advisor. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Stephen Gilchrist at sg@gilchristwealth.com. Gilchrist Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.