SERVICES

Our Wealth Lifestyle Services exist so that ultra-affluent individuals and their families can enjoy their wealth without the constant burden of managing it.


Our Wealth Lifestyle Services are ideal for individuals whose career, prominence, or wealth has made life too complicated and need a skilled wealth manager to oversee their wealth.

"It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it." ~Ralph Waldo Emerson

With increasing taxation, lawsuits, and frequent economic changes, it is more important than ever to have a skilled professional to oversee and manage your wealth.


Life is too short to be unnecessarily complex—let us simplify it for you.

We simplify the wealth-building process with three easy steps:


Plan

Planning and setting goals is the most important foundation to building wealth. We sit down with our clients to ascertain their lifestyle goals and discuss estate plans.


Simplify

Next, we arrange investments to support our client's lifestyle goals with a focus on simplifying their wealth-building process. We provide our clients with a comprehensive online report to summarize their financial picture and help with critical decision-making.


Support

Lastly, we support our client's assets and businesses so that they can spend their time enjoying their wealth.

Client Growth

Under our management and direct oversight, our average client has seen their net worth grow by more than 23% during the recession.


Testimonial

If I were to pick just one phrase to describe Scott Gardner, that phrase would be “driven to excel". For over 10 years he has worked on all aspects of our Family Business. That includes projects as diverse as managing our multi-million dollar national commercial real estate investments, to making sure we have the best and least expensive insurance on our personal vehicles.

His abilities are diverse. Two examples: one of our family assets is a 160 acre dude ranch where Scott’s management talents have proven essential. Another is our two Papa John’s Pizza franchises that he manages seamlessly. He continuously looks out for us from reviewing our taxes, to revising our estate plans, to brilliantly researching and managing our accounts.

Scott is enthusiastic, positive, extremely organized, hardworking, and a self-starter able to handle a myriad of balls in the air with ease. He is calm and solution oriented in a crisis. He is passionate about improvement and he applies that passion to everything he does. 

It is a pleasure to recommend Scott Gardner. He is one of the great blessings of our lives. 

Marilyn Gubler 
Chief Executive Officer 
Gubler Kelch Enterprises