Roy Gilbert is a highly experienced Private Wealth Advisor based in New York, specializing in providing wealth management solutions to affluent individuals, families, and business owners. He is a co-founder and partner at the Family Wealth Decisions Group, a Lincoln Financial Advisors registered representative, and registered investment advisor, with over $100,000,000 in assets under management.

Drawing on years of experience, Gilbert has developed a proprietary consultative “4 Stroke Process” that allows him to gain a thorough understanding of his client’s deepest values and goals, addressing their concerns and unique needs beyond merely focusing on investments. He helps his clients navigate a broad range of financial uncertainties, including preserving and growing their wealth, mitigating taxes, securing their families' futures, maintaining a desirable retirement lifestyle, and charitable giving.

Gilbert holds a Bachelor's degree from Clark University, a Master's degree from Long Island University, and a Juris Doctor from St. John's University. He is also a licensed attorney, although he is not currently practicing. He is securities licensed in 11 different states, including CA, CO, FL, GA, MA, MD, NJ, NY, PA, UT, and WV.