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Perception vs. Reality

We listen before we talk.

Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives. Our client-centric, customized approach stands out in the industry, and we offer a broad suite of products and services tailored to fit each client’s distinct financial situation.

GM Wealth Group’s client base is broad – corporate executives, business owners, retirees and high net worth individuals – but has a common purpose: to find a trusted adviser that will listen before they talk.

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Combined, our team has 30+ years of experience in the financial services industry.

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We support our clients by providing cutting-edge technology, sound investment strategies and unparalleled resources.

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Our customized structure fits each client’s needs, from investment management to retirement planning to insurance.


Helpful Content

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.


Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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