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.ABOUT
Combined, our team has 30+ years of experience in the financial services industry.TEAM
We support our clients by providing cutting-edge technology, sound investment strategies and unparalleled resources.RESOURCES
Our customized structure fits each client’s needs, from investment management to retirement planning to insurance.SERVICES
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Saving for College 101
Here’s a crash course on saving for college.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What kind of auto insurance should you have? Do you know?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a few things to consider when buying or leasing your next vehicle.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?