Gilbert Capital Group

Gilbert Capital Group, located at 42 Town Farm Road, North Yarmouth, ME 04097, is a trusted and experienced investment management firm dedicated to serving the needs of individuals, families, and trusts. You can reach us at (207) 657-6900 or email us at Cass@GilbertCapitalGroup.com. Our commitment is to help you manage your wealth effectively, working towards your financial goals and objectives, be it for growth, income, or peace of mind.

Our Approach

In today's complex and ever-changing financial markets, investors require three essential elements: a clear vision of their objectives, discipline to follow through with a planned strategy, and perspective to look past tomorrow's uncertainties. At Gilbert Capital Group, we prioritize understanding your unique goals and work closely with you to create a tailored investment plan. We firmly believe that investment success does not stem from intuition but from the consistent application of proven strategies. Our team meets with you regularly to review your progress, goals, and provide crucial financial market perspectives necessary for long-term success.

Cass A. Gilbert, CFA, Principal

With a career spanning over four decades, Cass has been an investment advisor since 1979. As the principal of Gilbert Capital Group, Cass is responsible for developing investment strategies and managing clients' portfolios. Before founding the firm, Cass served as a Senior Vice President and the Director of Portfolio Management for Gouws Capital Management, Inc., where he oversaw investment portfolios for various clients and coordinated fixed-income strategies. Cass is a Chartered Financial Analyst, bringing a wealth of knowledge and experience to the firm.

Patricia B. St. Pierre, Client Service

Trisha, a dedicated and diligent member of our team, ensures that clients receive the highest level of service. She expertly manages daily operational and administrative activities and serves as the primary contact for client inquiries and information requests. With over 30 years of experience in the financial services industry, Trisha joined Gilbert Capital Group in 1998 after working with Cass for a decade at Gouws Capital Management, Inc. Her previous employment includes Kidder Peabody & Co., California First Bank in San Diego, and the trust division of Maine National Bank.

Beatrice A. Gilbert, Principal

Beatrice, co-founder of Gilbert Capital Group, oversees all business administration functions. Before co-founding the firm, Beatrice was a Senior Manager of Product Acquisition for L.L. Bean, where she managed inventory and production for a divisional portfolio. She began her career at Casco Northern Bank and later joined Fleet Bank as Senior Vice President of Commercial Operating Services for Maine and New Hampshire. Beatrice's extensive background in banking and management contributes significantly to the firm's operations.

Working Together

Our sole purpose at Gilbert Capital Group is to collaborate with our clients in managing their investment portfolios, aligning them with their objectives and expectations. If your worries include having enough for retirement, education, or legacy planning, our experienced team is here to help. We understand that each client's financial situation is unique, and we are committed to delivering personalized, comprehensive wealth management services.