Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, and Lebeau Potgieter, Wealth Management Advisor, are a small family owned advisory firm, dedicated to their clients and friends. They are focused on tax advantaged planning and wealth management. They have a passion to help clients define what wealth means.  They offer Retirement planning and protection, Brokerage and tax-efficient investing, Employer Retirement Plan analysis, design and implementation, ROTH IRA conversion planning, Insurance and family income protection, College and Education planning, Multi-generational planning and Comprehensive tax preparation and planning across the United States. People appreciate the broad range of services and experience offered under one roof. 

"The investor of today does not profit from yesterday's growth."

- Warren Buffet