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
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A letter of instruction provides additional and more personal information regarding your estate.
What can be learned from the savings rate?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Apps that help small business owners better manage and grow their business.
Understanding how a stock works is key to understanding your investments.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?