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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Five phases to changing unhealthy behaviors.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A letter of instruction provides additional and more personal information regarding your estate.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are four very good reasons to start investing. Do you know what they are?
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.