Gillespie Wealth Management Inc

Overview

Gillespie Wealth Management Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on serving individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker and maintains industry ties to insurance and real estate broker channels. The firm bills clients through a mix of asset-based fees, hourly charges, and fixed-fee arrangements. Gillespie describes itself as a capital allocator, using outside managers and products rather than relying exclusively on in-house strategies. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices