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.
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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.
Helpful Content
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Surprises
Making the most of surprises is a great reason to work with us.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Essential Steps to Avoid and Recover From Identity Theft
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Rule of 72
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.
The Why, What and How of Life Insurance
The Why, What and How of Life Insurance
Surprises
Making the most of surprises is a great reason to work with us.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.