Gilbert Rich & Associates
Registered Investment Advisor
Chartered Financial Consultant
First & foremost; I work for
you, I have a fiduciary duty to you, and
you always come 1st.
The following are some of
your core benefits:
I do not receive commissions.
All decisions made either grow or defend your assets
We are on the same side! Fees
are based on assets under management.
My decisions are based upon
your financial situation, goals and investment
There is always clear
communication regarding any decision.
overall financial health comes 1st.
Financial Planning is included.
I am a Chartered Financial Consultant (ChFC). Such designation is
more rigorous than most Planners have including the one of CFP.
The decision process includes
your tax consequences.
The Market is fascinating,
challenging & changing.
One does not come through the
1999 Bubble, its subsequent bursting, 911, & 2009 without a great
deal of valuable knowledge. Such experience is valuable to you
in my decision making.
In 1992, as a “Stock Broker”
(Series 7), my day was devoted to convince clients to buy or sell.
However, since 1996 my time is spent researching, researching &
researching for your benefit.
Should you wish more
information, or a second portfolio opinion, please call.
1830 D Independence Square