A real relationship Helping you pursue your life's goals

KGT Wealth Advisors William C. Gourd, Derek J. Thompson, Bevin M. Surdyk, Michael D. Henderson, Ashley M. Smith

KGT Wealth Advisors






UBS Private Wealth Management
750 Washington Boulevard
11th Floor
Stamford, CT 06901

“Everything we do reflects our commitment to putting your best interest first.”

KGT Wealth Advisors provides insightful guidance and solutions for managing complex wealth. Our clients look beyond those credentials to the true value of working with our team. We help sophisticated families, senior executives and entrepreneurs achieve the goals that matter most to them.

The benefits of working with us

Guidance that looks beyond your investments

We understand who you are as a person as well as an investor

  • Listen to your needs
  • Uncover your concerns
  • Discuss past financial experiences
  • Consider your current goals
  • Address comfort level
  • Discover new truths about your financial picture
  • Discuss expectations

Architects for your life and legacy

We advise on your entire financial life

  • Divide financial picture into ’focus areas’— e.g., retirement, education, major purchases, etc.
  • Discuss risk tolerance level and preference for each focus area
  • Set concrete financial goals for each focus area
  • Discuss timeline (short-, medium-, long-term) for each goal
  • Integrate into a personalized financial plan

Tailored solutions, implemented with precision

We identify and execute the best possible opportunities

  • Discuss investment mix based on your risk tolerance, timeline and goals
  • Execute investment strategy and create baseline portfolio
  • Review performance and set targets for how often progress checks and meetings will take place
  • Set preferred method for how you want future adjustments made in portfolio

Our consultative process and what we deliver to our clients

Comprehensive wealth management services

We have experience in financial planning and wealth management, but we also bring in professionals with the expertise to help you build an appropriate wealth management plan. We will also work with any professionals with whom you already have a relationship.

Services at work on your behalf

Financial Goal Analysis (FGA)

William Gourd and Derek Thompson have been recognized as industry leaders

  • William Gourd, Barron's Top 1,200 Financial Advisors, 2020, 2019, 2018, 2017
  • William Gourd, Financial Times 400 Top Financial Advisers, 2019, 2018, 2017, 2016, 2015, 2014
  • William Gourd, Forbes Best-In-State Wealth Advisors, 2020
  • Derek Thompson, Financial Times 400 Top Financial Advisers, 2019, 2015
  • Derek Thompson,UBS’s Top 35 Under 35, 2013
  • Derek Thompson, Forbes Best-In-State Wealth Advisors, 2020, 2019

Guidance that looks beyond your investment portfolio

For more than two decades, KGT Wealth Advisors has worked extensively with sophisticated families, senior executives and entrepreneurs. We recognize that complex wealth requires a level of understanding that looks beyond your investment portfolio.

Find out more about our team and how we work with clients in our KGT Wealth Advisors story.

Download our brochure


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