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
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Understanding the economy's cycles can help put current business conditions in better perspective.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Second marriages are a trigger event to revisit any existing estate strategies.
What can be learned from the savings rate?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
That big list of dreams and goals isn't the only way to look at your bucket list.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.