We turn your goals into reality.
GOAL-ORIENTED, RISK-AVERSE & MULTI-GENERATIONAL WEALTH MANAGEMENT
At Godsey & Gibb, our advisors work closely with you to reach your goals while protecting your assets. As a risk-averse wealth management company, we take calculated risks that align with your risk profile to help your investments grow while also keeping your, and your families, financial security in mind.
Our firm has been in business for over 35 years, and navigated the ups and downs of many market cycles for our clients. In addition to our investment services, we also offer a suite of additional services to help you understand your entire financial picture and keep your retirement goals on track.
Our Services
Investment Management
Financial Planning
Tax Planning & Preparation
Family Wealth Advising
Retirement Planning
Charitable Giving Strategy
Insurance Consulting
Estate Planning
And More...
Questions?
If you have any questions about our firm or how we can help you with your investment management, one of our Wealth Management Advisors would be happy to assist you.
Current Clients
States We're Supporting Clients In
Years in Business
Who We Help
Our clients span multiple life stages, are focused on a wide array of financial goals, have differing levels of financial knowledge, and have accumulated various levels of wealth. What our clients have in common, is the desire to work with an advisor who will focus on their best interests and not invest in a manner that could put their financial situation at risk. Most of our clients fit within the following:
AGE RANGE:
All ages (predominantly 50+)
AMOUNT INVESTED:
$500k – $20M+
Goal-Oriented Investment Management
Our team focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house.
