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 to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Military families face unique challenges, making personal finance even more critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Can you keep up with your children’s mobile slang?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?