Jimmy Gonzalez
Jimmy began his career on Wall Street, working with Merrill Lynch, Morgan Stanley, AG Edwards, and Charles Schwab where he served as Vice President across two decades of work with high-net-worth clients.
In 2015, he left Wall Street to found Anthem Advisors, where he spent 10 years as Founder and Managing Partner. Anthem grew into a five-advisor firm serving high-net-worth households across a broad set of specialties.
In October 2025, Jimmy stepped away to found Gables Family Office (GFO) a smaller, more specialized practice built around the kind of firm he himself needed as an entrepreneur running operating businesses alongside his wealth practice. His most valued client relationships came with him.
GFO is built around the 13 components of Private Wealth Architecture the framework Jimmy uses to integrate every household's tax, estate, investment, and business decisions into a single coherent system.
Jimmy is also co-founder and CFO of Florida Independent Grocers, a South Florida grocery investment group. He doesn't advise from the sidelines he runs operating businesses alongside his clients. That's why GFO exists.
A lifelong Miamian, Jimmy lives in Coral Gables with his wife Diane.
GFO is built around two service tiers:
The Cypress System is our full family office capped at 48 households, reserved for $5M+ net worth situations with real complexity. It is built around the 13 components of Private Wealth Architecture, a framework that integrates tax, estate, investments, business ownership, and generational planning into a single coherent system.
GFO Strategies is our in-house asset management arm five proprietary investment strategies available to investors at a $250,000 minimum, who want institutional-grade investment expertise without the full family office engagement. Most founders we know are rich. Very few are wealthy. The gap isn't more assets it's architecture. Eliminating that gap is GFO's reason for existing.
2025
2-4 Employees
Fidelity Investments & Altruist
1
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Insurance, Commodities, Mortgages & Real Estate, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments
Yes
Email, Phone, Our Office, Your Home, Video Conference, Your Office
Fee-Based
2,000,000
Flat Fee, Hourly, Based on Assets
100
10
100
100 mil+
100
10
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Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1886766/wiseradvisor-gfo-detailed-disclosure.html
Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SECs website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/
