Laurel Capital

Our Journey Begins in 1989

Gibson Capital, LLC emerged from a desire to empower investors with personalized financial guidance and comprehensive wealth management. For over 30 years, we have partnered with clients to achieve financial clarity, security, and growth. Our commitment to understanding each client's unique needs and aspirations has positioned us as a trusted partner in financial well-being.

Our Guiding Principles

Our approach to wealth management is built on three core principles:

• Client-Centricity: We prioritize understanding your unique goals, risk tolerance, and aspirations to create a personalized investment and financial planning strategy.
• Transparency and Accountability: We believe in clear communication and regular progress updates to maintain trust and empower you throughout the process.
• Dedicated Expertise: Our team of experienced professionals is passionate about providing personalized guidance and tackling complex financial challenges.

1. Investment Management

• Customized portfolio construction based on your individual goals and risk tolerance.
• Collaborative investment decision-making and comprehensive reporting.
• Continuous monitoring and rebalancing for optimal performance.

2. Financial Planning

• Comprehensive analysis of income tax, cash flow, philanthropy, insurance, and estate planning needs.
• Development of a personalized roadmap for wealth accumulation, risk reduction, and retirement planning.
• Regular review and refinement of your financial plan to adapt to changing life events and financial goals.

3. Client-Focused Communication

• Dedicated portfolio tracking and performance reports.
• Regular client meetings and communication channels for open dialogue and collaboration.
• Transparent access to your financial plan and portfolio details.

Beyond the Numbers

At Gibson Capital, we believe in the power of personalized relationships and collaborative partnerships. Our team takes the time to understand your unique story, values, and aspirations to build a holistic financial plan that aligns with your life goals. We prioritize open communication, transparency, and a shared commitment to achieving your financial aspirations.