Meeting the challenges of business and family wealth
The Harris Gibson Group
410-576-3207
410-576-3211
855-635-0357
500 East Pratt Street
11th Floor
Baltimore, MD 21202
The Harris Gibson Group seeks to provide a thorough wealth management experience using a disciplined process to help you and your family define and pursue your goals wherever you are in life. With a specific focus on the imperative needs of small business owners and the challenges of managing multigenerational wealth, we have the experience and expertise necessary to handle your unique financial situation.
You face important decisions and it’s essential to have an experienced advisor in your corner. We provide an objective and integrated wealth management process that helps harmonize all aspects of your financial life and protect the lifestyle you have so carefully built. Is it time for a more sophisticated approach to your financial life, led by a team of highly skilled professionals?
Why work with us:
- Our goals-based planning approach centers on understanding your priorities, working with you at each stage of life and helping you develop your estate planning strategy.
- We have extensive experience helping clients preserve and transition their businesses.
- We’re your advocate. We are dedicated to your best interests, your business and each generation of your family.
Business owners
Helping you preserve what you’ve built
Whether you are weighing the right investment strategy, maintaining adequate liquidity or planning your exit, we can work closely together to provide solutions at each stage of your business' life cycle.
Wealth planning
Understanding what is important
By actively listening, our team gets to know you, your family and what’s most important in your life. It takes a committed and deep conversation to get a full appreciation of your goals for the future. We believe it’s how we build trust in our advice so you will understand how dedicated we are to your financial well-being.
Client service
Clear communication that keeps you connected
Exceptional service builds enduring client relationships. That belief is fundamental to our practice. And proactive communication is the heart of our service philosophy.
A global leader
Access to the extensive resources of UBS
In a rapidly changing, increasingly intertwined global economy, financial strength and stability are essential. At UBS, as one of the world’s largest wealth managers, we have a presence in more than 50 countries around the globe.
Kyle Harris and Bart Gibson have been recognized as industry leaders.
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Kyle Harris, Forbes America's Top Next Generation Wealth Advisors, 2018, 2019
- Kyle Harris, UBS Top 35 Under 35, 2016, 2017, 2018
- Bart Gibson, UBS Mid-Atlantic Top 40 Under 40, 2014, 2015
Our perspectives
Insights