Gilbert Wealth Group2026-06-17T14:19:20+00:00

Personalized Financial Confidence

Gilbert Wealth Group

About

Gilbert Wealth Group

Work with a partner who will provide an investment experience tailored to you.

Money is personal. We believe investor deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.

Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.

Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.

Empowering Your Retirement

Meet The Team

Michael Gilbert

President

Michael Gilbert serves as President and Financial Advisor, providing comprehensive wealth management strategies to individuals and families. He specializes in estate planning, tax-efficient strategies, retirement planning, and long-term financial growth, helping clients navigate financial decisions with clarity and confidence. With more than a decade of industry experience, Michael is recognized for his disciplined approach, strategic insight, and unwavering commitment to delivering meaningful, long-term results.

A Tampa native, Michael developed an early appreciation for financial stewardship through the influence of his father, also a financial advisor. This foundation shaped his dedication to guiding clients toward informed, confident decision-making. He earned his Bachelor’s degree in Finance from the University of Central Florida and began his career at Gilman Ciocia. He later held advisory roles at Morgan Stanley and Wells Fargo, where he served a diverse client base across Florida and refined his knowledge in developing customized, goal-oriented financial strategies.

Michael holds Series 7, Series 63, and Series 65 securities licenses, along with Life, Health, and Annuities licenses. He integrates advanced planning tools, current market intelligence, and a fiduciary-minded, client-first philosophy to help clients preserve wealth, manage risk, and build lasting financial legacies.

Outside of his professional responsibilities, Michael remains closely connected to the Tampa community and is an enthusiastic supporter of the Buccaneers, Lightning, and Rays.

Hazely lopez

Event Coordinator

Hazely Lopez brings energy, passion, and creativity to every Clark Wealth client event. She specializes in designing and executing memorable, high-quality experiences that go far beyond a typical seminar or gathering. Hazely ensures every detail is handled with care.

Whether it’s an intimate wine tasting, an educational workshop, or a client appreciation gathering, she works behind the scenes to ensure the experience feels effortless for you — and impactful for everyone who attends.

Hazely’s talents extend well beyond event strategy. She is a dynamic entrepreneur and media personality who runs a successful beauty pageant organization, serves as a national spokesperson, and appears as a media personality for Univision. Her background in public speaking, brand representation, and media engagement brings a unique polish and professionalism to every experience she helps create.

Thomas Rozman

Thomas Rozman

Chief Investment Officer

Rosie Riley

Rosie Riley

Head of Onboarding & Operations

Jared Hillman

Jared Hilman

Head of Trading

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies focused on addressing our clients needs and working toward their long-term goals and objectives for retirement. Click on a step below to learn more.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Wealth Management

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.

Retirement Strategy Planning

Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Tax-Efficient Planning

Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes” – We can’t control the first, but we can help you potentially reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Social Security Benefit Planning

Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.

The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.

Income Planning

Through our retirement planning process, we will review your current income situation and analyze your potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your social security options and seek to increase the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.

Trust Planning

Help preserve your legacy and plan for your loved ones with strategic trust strategies. to Our process focuses on helping you maintain privacy, reduce the potential delays of probate, and working to have your assets managed and distributed in accordance with your wishes, both now and in the future.

Register For

Our Educational Events

At Gilbert Wealth Group we believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals. Click here to subscribe to the Gilbert Wealth Group.

UPCOMING EVENTS

Events in June 2026

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    Our Guides and Blog

    Financial Educational Literature

    Tips to Help Avoid Market Panic Reaction

    Tips to Help Avoid Market Panic
    How to Plan and Help Protect Your Savings

    Market swings can be challenging, but they can be managed as part of a comprehensive strategy. This guide explores how to maintain a long-term perspective through volatility, why consistent strategies have historically helped investors navigate market fluctuations, and how to address the potential impact of “sequence of returns” risk. In retirement, prudent planning is key to managing market uncertainty.

    Optimizing Social Security in Today’s World

    The Social Security Guide
    Optimizing Social Security In Today’s World

    The timing of your Social Security claim is a complex decision that can impact your total retirement income. This guide explores how proactive strategies can help you seek to increase potential income and provide greater clarity regarding your financial future. Make sure you get what you’ve earned!

    Browse Our Blog

    Our Video Library

    What’s a Risk Score?

    Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

    It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.

    To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

    Risk-Tolerance

    Intelligent, Disciplined Investing
    with AssetLock®

    AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

    This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.

    Contact Gilbert Wealth Group

    At Gilbert Wealth Group , we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

    Schedule Your Complimentary Retirement Review

    At Gilbert Wealth Group, our approach goes beyond investment management.
    We focus on helping you strengthen your retirement strategy.

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