Great Gable Wealth Management, LLC

Amir Navab is a financial advisor at Great Gable Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and City National Bank. Outside of his advisory role, he serves on the Finance/Audit Committee of Valley Community Healthcare, a nonprofit providing free healthcare to low-income families. Great Gable Advisors offers discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios with an emphasis on equity selection based on free cash flow analysis and value metrics, and is affiliated with a separate adviser that sponsors pooled investment vehicles known as the Great Gable Partners Funds.

Damion Smith is a financial advisor at Great Gable Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Great Gable Wealth Management provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity selection based on free cash flow analysis and value metrics, serving a relatively small client base with approximately $189.7 million in discretionary assets.

Jacques Soenens is a financial advisor with Great Gable Wealth Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has served as Managing Partner and Chief Investment Officer at Great Gable Partners, LP since 2004, where he leads the firm's alternative investment strategy. Great Gable Advisors provides discretionary portfolio management and integrated financial planning to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm manages balanced portfolios focused on capital appreciation through equity and fixed-income investments, emphasizing equity selection based on free cash flow analysis, value metrics, and competitive advantage assessments.