Broker Check

My Practice

Investment Philosophy

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

As your Wealth Advisor I will help you:
1. Develop your Active Lifestyle Plan giving you confidence in your ability to enjoy your activities and interests.
2. Design your Bucket Investment Strategy ensuring your current and long term income needs
3. Engage in my Infusion Program providing clarity, education, active events and purposeful communication.

I am committed to helping my clients use their hard earned wealth to live an active and fulfilling life in retirement.

Most of my clients are successful professionals who share his enthusiasm for outdoor activities. They have worked hard and saved well and want to take on retirement with a vengeance.

My clients are determined to live an active retirement and want to make sure their money is positioned to support their active lifestyle. They prefer to spend their time living and enjoying their life and not worrying about managing their money on a daily basis.

It doesn’t seem to matter how my clients created their wealth they typically all share the same three concerns:

  • When can I afford to retire and support my active lifestyle?
  • How do I make sure I never run out of money?
  • What can I do to best continue supporting my family and personal interests?

My Process

My approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

First, I gather information about you to better understand your complete financial picture.
I then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.
Taking the above into consideration, I look for gaps and opportunities.
I draw on my own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
I recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
I consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
I provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.

I am committed to helping my clients live a fulfilling life spiritually, emotionally and physically. - Dan Gilipsky, AAMS®

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