Gisle Sorli Email & Phone Number

Gisle Sorli is a Wealth Advisor at Keel Point, LLC. He focuses on helping families arrange their resources so their relationships can flourish. Together with his team, he helps families address their biggest challenges: - Where is your family going? What is your family’s mission?- Developing a plan that aligns the resources with the family mission.- What is an appropriate inheritance? When and how to give?- Getting off the business merry-go-round safely.- Minimize taxes.- Maximize giving.- Are your investments aligned with your values?Gisle uses a consultative approach to gain a detailed understanding of his families’ deepest values and goals. He emphasizes being with the families on their journey. He compares being a financial guide to a tour guide. When embarking on a journey to a new place, do you prefer a travel agent or a tour guide? A travel agent will buy your airline tickets, make your reservations at the appropriate inns, get your reservation for a car rental and possibly furnish a road map of the country with some of the better sights detailed.A tour guide, on the other hand, goes with you on your trip as a personal escort. He may or may not be the one who buys your airline tickets, makes inn and car reservations; but he will be right by your side during the entire trip as your personal guide. Your tour guide has been to your destination many times. He speaks the language fluently and intimately knows all the unusual cultural differences. He will also be able to show you all the sights and experiences that uninitiated tourists will never see or find, because only the locals and seasoned tour guides know about these incredible sights and adventures.Previously, Gisle spent 5 years as the owner of a boutique family wealth counseling firm, Steward's Progress, LLC. Gisle also writes articles for The Institute for Faith, Works & Economics www.tifwe.org.