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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Four vacation destinations you might never have thought of.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Technology tips to make your next trip even better.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
Bucket lists don’t have to be for tomorrow.
When do you need a will? The answer is easy: Right Now.