Godsey & Gibb Wealth Management

Godsey & Gibb Wealth Management is a financial planner in Greenville, SC. The firm provides independent, fee-only wealth management services for high net worth families, integrating investment management, tax planning, and financial planning under one roof. Operating since 1985, the company applies institutional-level investment strategies, including proprietary modeling and disciplined portfolio management, to serve individual clients. Services include asset allocation, estate planning, charitable giving strategy, retirement planning, and insurance consulting. The firm supports clients in approximately 25 states, with offices in Richmond, VA; Greenville, SC; Columbia, SC; and Jacksonville, FL.

The advisory team includes an Executive Leadership Team, Wealth Management Advisors, Financial Planning Advisors, and Tax Advisors. Leadership includes Michael Gibb as President and CEO, Jean McGowan, CFA as Chief Investment Officer, and Marc Verdi, CPA/PFS, CFP as Director of Tax and Financial Planning. The team also includes multiple Wealth Management Advisors with CFP designations and in-house CPAs for tax preparation. Portfolios are designed using individual stocks and bonds to provide greater control over capital gains timing and income projection. The firm emphasizes a risk-averse investment strategy and year-round tax planning to minimize tax impact on investments, including services for individual, trust, estate, and gift returns.

Located at 40 W Broad St # 350, the office is situated in the heart of downtown Greenville. It is located less than a mile from Greenville City Hall, the Peace Center for the Performing Arts, and the Gunter Theatre. The Richard W. "Dick" Riley memorial and the Joel Roberts Poinsett public artwork are also within a short walking distance of the office.

Godsey & Gibb Wealth Management serves the Greenville area with a focus on long-term partnerships, noting that original clients from 1985 continue to work with the firm. The company operates without a parent company or institutional conflicts, maintaining independence in its advisory approach.

Services:

• Estate Planning
• Family Wealth Advising
• Financial Planning
• Investment Management
• Tax Planning & Preparation