“In a world where financial systems have become increasingly managed and highly volatile, the investment challenges we now face call for a fundamental rethinking of conventional methodologies. Advisory firms need both the vision to navigate through the new hazards present, and also the agility to seize new opportunities. We believe that Financial Perspectives is precisely the kind of farsighted, agile firm that can help clients protect – and grow – their wealth.”
—Chuck Gibson, founder
At Financial Perspectives, independence is both our product and our guiding principle.
Financial Perspectives is an independent financial advisory firm specializing in investment management and retirement solutions. In truth, our independence is both our product and our guiding principle.
By “independence is our product,” we mean that we lead our clients to real financial self-sufficiency. We preserve wealth by prudently managing investments and guiding clients step-by-step through a successful retirement.
But our success at wealth preservation is a direct result of our own independence. Our advisors are also our owners, and so have no hidden corporate agenda. And as a fee-only advisory firm, we make money not from collecting commissions, but from paying close attention to client goals.
Even our thinking is independent. Our founder, Chuck Gibson, began his career as a successful engineer; when he entered finance, he brought a fact-based, skeptical approach to an industry ruled by dogma and trend-chasing. Rather than settle for conventional wisdom, he created SightLine(SM), a data-driven investment methodology that allows clients to participate in market uptrends, but also provides an exit strategy during major downturns.
We invite you to explore a new way to navigate the unsettled waters of the modern financial world. Browse our site to learn even more advantages to a steady, scientific, client-centered investment approach.
A proprietary investment methodology designed to both preserve and extend wealth. Created by our founder, Chuck Gibson.