Client-specific solutions designed for the long term

At The Gottlieb Organization, we invest in getting to know our clients.  We take the time and care to develop a deep understanding of who our clients are and what they are about – and not just regarding financial matters.  Important to us and to appropriately build and support their financial objectives is to understand each client’s value system, life goals and their hopes, their fears and what matters to them most.  Whether such values focus on family, community, faith or business, this helps us design and support financial strategies and programs that align with each particular client.  Our goal is to deliver the most effective wealth strategies and solutions for each of our high-net-worth individual clients, business owners and large employers, based upon our clients’ core beliefs and individual values.  

While our roots are deeply embedded in discrete wealth management disciplines, we define ourselves as a wealth strategy organization.  We utilize creativity as may be required, supported by staff and expert advisors continuously working to deliver best-in-class services with an unyielding commitment to the long-term nature of supporting programs and planning that we develop and guide for each client.

Our Team

We invest in extraordinarily talented people.  To be part of The Gottlieb Organization team, a professional must have unique and deep technical skills that complement the qualities of the rest of the team.  However, technical skill is just the beginning; there are plenty of technicians in the world.   To be part of The Gottlieb Organization, deep knowledge merges with additional requisite qualities of creativity and compassion.  We consistently deliver innovative strategic plans for every client centered on what matters most to them.   There are no canned solutions.  Our culture is one that causes team members to dig deeper, collaborate, be better and never compromise excellence for mediocrity.

Learn more

The often unique nature of our work is reflected in our extensive library of proprietary, trademarked and patented programs and financial solutions.  All of our work embraces the pervasive principle that, over the long duration of our plans, remaining tuned and adaptable to change is an ongoing requirement to fulfilling our commitment to our clients.