Wealth Management

It’s more than money—it’s your financial wellbeing.

Whether you’re securing your own financial future or that of your company, we treat your wealth—and health—with the care it deserves.

Visit Burnham Gibson

Get a comprehensive strategy for your total financial health.

Accumulate Wealth

We help you chart a course to financial freedom, tailoring a strategy to your near- and long-term goals, taking into account tax implications and risk tolerance, and making the right adjustments as life events change.

Manage Risk

There’s more to having a healthy portfolio than the amount of money at any given moment. By understanding your ambitions, risk tolerance, and potential vulnerabilities, we create holistic financial plans that protect as they grow.

Plan for the Future

At Burnham Gibson, we see our clients as our partners. We bring together the resources and experience of a large financial firm and the personal attention of a smaller one to help you determine your goals—and achieve them.

Burnham is more than a broker. We’re your consultant and advocate.

Building relationships builds trust.

While we’re experts in wealth, we don’t think of ourselves as “brokers.” Rather, we operate as your benefits consultant, investing the time and effort it takes to understand your specific situation and goals, and design a strategy to achieve them.

All of your wealth management needs, all in one place.

We work differently because we think differently.