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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are common mistakes you can avoid when saving for retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retirees traveling abroad need to know that their health insurance travels with them.
One of the most common questions people ask about Social Security is when they should start taking benefits.
For many, retirement includes contributing their time and talents to an organization in need.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
Women must be ready to spend, on average, more years in retirement than men.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate