The Gillespie Group’s core strengths are honest client-centric Portfolio Management programs and Investment services.

We bring, collectively, eighty years of experience to financial services.

Whenever you have a financial question, you should call us first.

Between equity investments, inheritances, 401(k)s, real estate and legacy investments, some investors appreciate us in a quarterback role, coordinating various accounts as to asset allocation, sector weightings and individual security concentrations, and capital gains and loss coordination across multiple platforms and outside vendors or brokers.

Our Process — every client is unique:

1. Understand your needs and interests
2. Customized strategy—based on risk tolerance and time horizon
3. Implementation
4. Follow-up reviews