Our Approach

While our commitment to delivering an exceptional client experience is a powerful compass, our honesty, professionalism, and integrity is our core. 

As such, we believe:

Our knowledge, wisdom and experience allow for us to seek to properly design,
implement and manage each client’s financial and retirement income

We utilize a very disciplined and consistent investment approach while
striving to understanding your financial requirements throughout your lifetime.

Each client’s strategy allows for flexibility as changes occur, such as
income, family, health, economic and tax law changes.

We are sensitive to costs, fees, and expenses and while providing
personalized ongoing value-added services.

Client Centered

At Gottlieb Wealth Management, we take the responsibility of your wealth management with the utmost respect. We believe a key to our successful client relationships is our honest and open communications. Every time you contact us, we aim to make your needs our priority in order to ensure you have a truly positive and rewarding long term financial relationship with us.

From our initial meeting, clients will feel and understand the Gottlieb Wealth Management difference. We work closely with our clients to create a comprehensive wealth plan and tax efficient strategy aligned with your specific requirements, objectives and most often your dreams. Our approach involves careful attention to detail, the highest level of personalization, and service that seeks to exceed expectations and continually adding value to our client relationships.

Client Centered

A relationship is formed through candid conversations, data gathering and understanding the client’s objectives.

For each client we develop and design a long term financial and retirement income strategy.  Factors such as income requirements, current assets, taxes, risk management and legacy planning are all components in building and maintaining a successful strategy.

We develop, implement and manage your retirement strategy in a most tax efficient manner, while seeking to always doing what is in your best interests.