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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Four vacation destinations you might never have thought of.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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.
Making the most of surprises is a great reason to work with us.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.