wiseradvisor

Sara C. Gibbs
Sara Gibbs Wealth Management

Tel: (330) 329-4117
34 Inner Harbor
Scituate, MA 02066

About Sara Gibbs Wealth Management

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.


General Information

Firm Start Year:   2020
Name of Custodial Firm:   WellsFargo - First Clearing
Number of Years with Current Firm:   2


Firm Information

Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100


Compensation and Fees

Fee Structure:   Fee Only



Faqs

  • What services do you provide? What are your specialties? tax management, investment management, retirement strategies, estate conservation, insurance and annuity products.
  • What is your experience? How many clients do you currently manage? As a full service, licensed investment professional since 1986 Sara can manage your portfolio of stocks, bonds, mutual funds and money managers. She specializes in financial management and retirement planning.
  • What financial institution(s) do you represent? Prospera Financial Services
see more

Disclaimer

Securities and advisory services offered through American Heritage Securities, Inc. Broker/Dealer Member FINRA/SIPC. The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

Sara  C. Gibbs

Sara C. Gibbs

Sara Gibbs is an registered investment consultant and financial advisor who provides personal attention to your financial goals. As a full service, licensed investment professional since 1986 Sara can manage your portfolio of investments and works closely with many individual money managers. She specializes in wealth accumulation and retirement planning. She holds licenses in both securities and insurance.

Special emphasis on:

Asset Allocation Portfolio Management

Wealth Accumulation and Preservation

Sara and her husband Arthur reside in Scituate, MA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Social Networks

tweeter facebook linkedin