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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Knowing the rules may help you decide when to start benefits.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Understanding the value of a home warranty.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When you retire, how will you treat your next chapter?
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.