Jeff Gilbert
CEO & Founder
Jeff Gilbert is the founder and CEO of Balboa Wealth Partners. He has more than 32 years of experience in the financial services industry as both an adviser as well as an executive level manager. Mr. Gilbert began his career with Shearson Lehman Brothers and built a successful advisory practice. He later spent over 13 years with Morgan Stanley as a branch manager supervising two offices with more than 75 financial professionals who managed $3.5 Billion of client assets and generated $32 million in annual revenue. Mr. Gilbert earned his B.A in Political Science from Arizona State University.
Email: [email protected]
The Gruetzmacher Group Team
The Gruetzmacher Group operates like a family office, providing a holistic approach to wealth management that goes beyond traditional investment advisory services. Our dedicated team not only focuses on portfolio management and generational wealth strategies, but also offers personalized financial planning, risk management, and lifestyle services tailored to the unique needs of families.
We emphasize building lasting relationships with our clients, understanding their values, and aligning our strategies with their long-term goals. We coordinate with trusted advisors, including CPAs and estate attorneys, to create a cohesive plan that addresses all aspects of wealth management. This integrated approach ensures that every financial decision supports the family’s vision for the future.
In addition to managing investments and estate planning, we provide educational resources and coaching for the next generation, empowering them to make informed financial choices and instilling a sense of stewardship. Whether you’re looking for guidance on philanthropy, family governance, or succession planning, our family office services are designed to help you navigate the complexities of wealth across generations, ensuring a legacy that lasts.
Robinson & Shumaker Wealth Management Team
