Wyatt Forrest Gibbs brings a grounded, people-first approach to wealth management. As a Wealth Advisor, he helps clients work toward their financial goals through comprehensive analysis, strategic investment planning, and thoughtful coordination of assets, including estate and legacy planning.
With five years of experience running his own advisory practice, Wyatt entered financial services after a successful career in luxury hospitality management—an experience that shaped his client-focused, detail-oriented approach. He holds Series 7 and Series 66 licenses.
Wyatt works with a wide range of clients, from first-time investors to ultra-high-net-worth individuals and business owners. He believes every client deserves clear, ethical guidance and a genuine commitment to their success. His philosophy centers on consistency, transparency, and integrity, helping clients feel confident, prepared, and at ease.
In addition to growing his own practice, Wyatt works closely with Bart as a second chair, supporting client relationships and contributing across the financial planning process to ensure a high level of personalized service. A Laguna Beach native, Wyatt enjoys an active lifestyle outside of work, including time at the beach, mountain biking, and staying closely connected with family. He is committed to building long-term client relationships and helping families create lasting legacies for generations to come.
