SEC CRD #801-132187
Wealth Management for Business Owners Let's Connect Let's Connect Gambit Capital Management Investment Management | Taxes | Financial Planning Build Grow Give Business Owners Exit Succession Planning - 401k s Employee Benefits Running a successful business means your personal wealth is deeply intertwined with your company. We help owners navigate growth, tax strategy, exit planning, and long term financial coordination so the work you ve built continues to support your future. Corporate Executives Equity Compensation Concentrated Stock Executives face unique financial challenges: concentrated stock, equity compensation, complex tax exposure, and planning for life beyond the C-suite. We provide structured strategies to help manage risk, diversify wisely, and protect long-term goals. Your Next Chapter Deserves a Strategic Plan Running a successful business means your personal wealth is deeply intertwined with your company. We help owners navigate growth, tax strategy, exit planning, and long term financial coordination so the work you ve built continues to support your future. Book a Consultation Specialized Expertise for Complex Financial Lives A Coordinated, Team-Based Approach Fee-Only Fiduciary Commitment Advising clients through business exits, retirement transitions, and multi-generational planning. Contact us (651) 427-9001 info@gambitcm.com 2026 All Rights Reserved | Gambit Capital Management Form ADV Part 2A Form CRS Privacy Policy Contact Us First Name Last name email
DANIEL POWERS
CCO
📞 (651) 427-9001
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AUM
$168M
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