Greg Gilbert is a wealth advisor, author, speaker, mentor, investor.

Greg serves both the Private Wealth division and the Professional Athlete division of Blue Trust in Atlanta, Georgia as a managing Director, and senior wealth advisor. He has over 25 years of experience and is a Certified Investment Management Analyst (CIMA) and a Certified Wealth Strategist (CWS). Active in his community and in philanthropy, he is a member of the Investments and Wealth Institute. He’s also on the Board of Directors of Fellowship of Christian Athletes at the University of Georgia.

My team focuses on serving Leaders: From founders / leaders of companies to collegiate coaches. Leaders have a lot on their plate and need someone they can trust to be their single point of contact as their objective financial quarterback.

Services include being the Family’s Personal CFO

• Investment & Portfolio Strategies

• Tax Planning & Coordination (Forward Looking)

• Financial Independence Analysis

• Generosity Mission Statement & Planning

• Family Legacy Plan & Estate Plan

• Clients’ Digital Financial Engine & Personal Secure Financial Vault

We help our clients and families achieve their financial goals and objectives. We can do it differently because we see our clients’ whole financial picture and we don’t sell any products. Blue Trust has provided biblical personal Wealth Management to individuals and business owners for over 40 years across the country with over 16 offices.