Gibson Capital Management Ltd.

EST. AUM
$3,034,031,370

CONTACTS
9

CLIENT ACCOUNTS
1,264

Firm Details

Metro area Pittsburgh
CRD Number 148836
Website gibsoncapital.com
Client types

Overview

Gibson Capital, established in 1989, is a fee-only wealth management firm based in Wexford, Pennsylvania. They specialize in providing customized investment management and financial planning services to high-net-worth individuals, foundations, and retirement plans nationwide. GIBSON CAPITAL The firm's investment philosophy centers on strategic asset allocation, aiming to balance financial risk and return through diversified portfolios tailored to each client's unique goals and risk tolerance. Gibson Capital's collaborative decision-making process ensures that clients are actively involved in developing their investment strategies. GIBSON CAPITAL In addition to investment management, Gibson Capital offers comprehensive financial planning services, addressing areas such as income tax planning, cash flow management, philanthropy, insurance, and estate planning. Their holistic approach aims to integrate all aspects of a client's financial life to achieve long-term objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Gibson Capital Management Ltd.

Platform Details

Investment Preferences

Alternative Activity

Address

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