Whether you require assistance with tax planning, accounting, or financial consulting, we have the expertise to guide you towards financial success. Explore our services to discover how we can help you navigate the complexities of taxation and achieve your financial goals.
Doug Clancy DBA CSWTA Insurance Solutions • CA Ins Lic # 0G20617
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Cornerstone Wealth & Tax Advisory Group), a SEC Registered Investment Advisor. Insurance products and services are offered through: Douglas A. Clancy Jr. DBA CSWTA Insurance Solutions, CA Ins. Lic. # 0G20617 . Gibbs Wealth Management, LLC (DBA Cornerstone Wealth & Tax Advisory Group) and Cornerstone Wealth & Tax Advisory Group, are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
