About Us |
|
Steve Gibson, CAS CEO
|
As an Investment Advisor Representative (IAR), Steve works solely on behalf of his clients in a Fiduciary capacity, which obligates him to act in the best interests of his clients.
With 12 years of experience in the financial industry, holding a bachelor’s degree in Business Finance, an insurance license, Series 65 license, as well as having the designation of a Certified Annuity Specialist®, he has the credentials to guide your financial path. Steve makes sure his clients find the right financial solutions to fit their goals and needs regardless of what stage they are in life. Whether you are a Gen Zer or millennial looking to get a head start on your financial future, a Gen Xer looking to preserve but still grow your money as you prepare for retirement, or a baby boomer needing to guarantee a happy retirement by taking a lot of unnecessary risk off the table, Steve will customize a plan specifically for you depending on what your goals are and what you’re looking to accomplish. In his down time, Steve enjoys working out at the gym, wakeboarding, snowboarding, watching live sporting events, camping, and spending time with his beautiful wife, Olivia. Together they enjoy traveling, hiking with their dogs, and seeking out new restaurants and culinary experiences to enjoy. As a dedicated family man, he knows the importance of being a provider, and understands the level of commitment his clients make when entrusting him with the financial security of themselves and those for whom they provide.
|
Bob Gibson, MS, CFP, CFS, CNHP, TCP, CAS, CSA, CES
|
The History of Gibson CapitalSteve had the honor to be trained and mentored by his father, Bob Gibson. Bob was a financial planner for over 40 years until he founded Gibson Capital Management in the 90’s.
In the '80's, 90's and 2000's Bob traveled around the country seeking the best money managers he could find. Collectively, most of them side stepped the stock market crash of 1987, the tech bubble of 2000-2002, the financial crisis of 2008, and the COVID scare of 2020. For investments, he believed "defense is more important than offense." It is more important to protect your capital than it is to try and "hit the ball out of the park" only to experience huge losses during significant market declines. Safety first is the mantra of Gibson Capital and Bob was able to protect his clients' money during the worst of markets cycle. After Bob’s passing in November of 2021, Steve took over the business and rebranded the legacy as “Gibson Capital.” Steve is now working with Portfolio Medics, which is the same money manager that his dad was passionate about working with. Today Gibson Capital is a thriving financial advisory firm, with a “client first” focus, and a commitment to helping families, individuals, and businesses achieve their financial goals. |
Our Logo: The Eye of Horus
|
The Eye of Horus is featured prominently in the logo for Gibson Capital. According to Egyptian mythology it is a divine relic that allows to its owner to see beyond the visible.
After his dad passed away in November of 2021, Steve found himself magnetically drawn towards the Eye of Horus. Even though at the time he was unsure of its symbolic meaning, he knew that his dad was leading him toward this symbol for a reason. As the allegory goes, Horus had his left eye torn out in a battle and ripped into six pieces. Later, that eye was healed from the deity, Thoth, and a group of other gods. Horus then offered up his eye to his deceased father, Osiris. It’s reviving power helped sustain his father in the afterlife. The Eye of Horus represents sacrifice, well-being, the third eye, the victory of good over evil, healing, and protection. Shaped like the thalamus in the brain, the Eye of Horus acts as the lens through which our reality is filtered. The Thalamus is where the information we receive is initially sorted and dispersed to the neocortex. Essentially it holds all the information perceived by our nervous system, but it’s much more than we are consciously aware of. It allows us to see beyond the normal human spectrum; it allows us to see the truth. |
|
Our Services
What We Do For Clients |
3-Dimensional Investing
We believe that investment success should not be tied to uncontrollable forces, such as systematic market risk. An active approach to portfolio management using low correlated and non-traditional investment strategies helps us seek opportunities for returns through all phases of each market cycle.
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Active Management as an Investment Strategy
With computer technology and access to available market and economic data, active management is gaining much attention from individuals and investors.
Learn how to:
Learn how to:
- Invest similar to the big institutions and endowment funds like Harvard and Yale
- Reduce risk and achieve higher risk-adjusted returns
- Gain more peace of mind knowing that your portfolio can allocate heavier in cash during periods of extreme market volatility
|
|
Stress-Free Retirement
|
National Best-Selling author, Patrick Kelly, shows today's current (and potential) retirees how to eliminate the pain and hassles of the investment landscape. In this book, Patrick will show you how to:
- Protect your life savings against loss - Create an income stream you can never outlive - Receive uncapped upside potential with zero risk of loss 
|
|
We love to meet new people!
Contact Us
|
MAIN OFFICE
200 Union Boulevard Suite 200 Lakewood, CO 80228 |
|
EMAIL
steve@gibsoncapital.net |
|
CALL US
(855) 289-4443 |
|
|
