Protecting Your Current and Future Wealth

Through client collaboration, we ensure that your best interests are always our primary focus.

Planning for tomorrow's success, today.

Gambit Wealth is a wealth advisory team that prides itself in its integrity and commitment to serving a wide range of entrepreneurs, business owners, executives, professionals, and families.

Gambit Wealth delivers high-quality results, with its collaborative team of professional advisors, focused on ensuring your current and future wealth goals are achieved.

With a track record of proven success in the wealth management and financial services industries. We have the expertise available in house to provide innovative holistic solutions to manage all aspects of your financial journey.

Working together for sustained success.

When it comes to protecting and growing your wealth, we’re here to help you find success in everything from estate planning to investment management to tax planning and more.

Contact us if you…

  • Own a business
  • Have complex Estate and Tax Planning needs
  • Interested in out of the box investments
  • Have complex insurance needs
  • Looking for confidence in your Financial Plan

The right services for you.

Our in-house team of experts offers a wide range of services that will provide you with a personal A to Z road map to wealth management:

Estate Planning

Minimizing tax while avoiding family conflict and optimizing intergenerational wealth transfer.

Tax Planning

Preserving your estate from erosion by taxation.

Insurance Planning

Preserving your capital and protecting your investments.


Handling your investments so you can achieve your short and long-term financial goals.

Retirement Planning

Determining retirement income goals that will set you up for life.

Business Succession Planning

Strategizing the passing on of leadership and ownership roles in your organization.

Pension Asset Management

Establishing and Managing Personal Pension Plans for entrepreneurs and their key employees.

Group Benefits

Finding cost-effective policies that meet the health and benefit needs of your team.

Let’s talk about wealth management.