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Investment management
Preserve Your Legacy with Comprehensive Retirement Planning
Retirement planning is more than just managing an investment portfolio. It involves careful coordination of key areas including portfolio management, estate planning, income and tax considerations, risk management, Medicare, and long-term care.
By addressing each of these components together, you’ll be better positioned to enjoy the retirement you’ve envisioned—with clarity, confidence, and lasting peace of mind.
Blending Technology with Personal Connection
In today’s fast-paced world, timely communication is essential—and we leverage technology to keep you informed and engaged. But while digital tools enhance our efficiency and responsiveness, they’ll never replace the value of real human connection.
We use technology to support—not substitute—genuine, ongoing conversations, because true financial wellness is built on trust, transparency, and meaningful relationships.
Smart Budgeting Tools
Budgeting is the foundation for achieving your goals and focusing your spending on what matters most. Our integrated tools, with automatic updates, make it easier to stay on track—helping you make both the decisions you want and the ones you need for lasting financial clarity.
Wealth Management with a Purpose
Our team-based approach to wealth management is built around your fiduciary needs. We focus on key strategies such as risk assessment, proper asset allocation, rebalancing, and ongoing portfolio monitoring—all within a fee-transparent, unbiased environment.
As our client, you’ll gain insight into how we actively manage and track the key characteristics of your portfolio. We believe that consistent, clear communication builds the trust needed for stronger relationships—and ultimately leads to more confident financial decision-making.
Retirement Income Distribution
Effective retirement income planning requires careful analysis and thoughtful execution. Through detailed stress testing and probability analysis, we’re able to have more meaningful conversations about the longevity of your assets and your financial security throughout retirement.
Our systematic approach separates funds based on risk and income needs, ensuring both stability and growth potential. This strategy is monitored monthly and regularly reported to you, keeping you informed every step of the way.
Clients often tell us this process brings clarity and peace of mind—removing much of the uncertainty from their retirement years.
Your Investment Management Team
Bo Gibbs
Founder, CEO
Bo Gibbs, Founder, CEO and Most Importantly, Advisor
Born and raised in Anchorage, Alaska, Bo has over twenty-five years of experience in the financial services industry. Bo graduated with a degree in Finance and Economics from Indiana University and lives in Johns Creek, Georgia with his wife and three children.
In early 2015, after years of success, Bo founded Gibbs Wealth Management to help other Advisors achieve the same success as he has had. Over the last 10 years, between his personal and Advisor‘s managed assets GWM manages close to $1 billion in client assets. In addition, he personally produces well over $50 million a year in new business and is fully engaged at the field level all the while running the company.
Dan Mowery
President
Dan Mowery is a born and raised GA native. He and wife, Katie have three children and live in Cherokee County. Dan has an extensive background in Financial Services from working in several capacities across the industry. Dan’s current licensing credentials are the Series 6, Series 63, Series 65 and Life and Health Insurance License in the state of GA. Along with his experience facing financial planning, he is also highly knowledgeable in Medicare and the transition of those benefits for retirees. In his free time, Dan enjoys fishing, golf and staying active. He is a big believer in getting his kids outside and off of anything with a screen.
Begin
Your Personalized Planning Journey
To learn more about our products and services, schedule a personal consultation or register for an upcoming seminar today.