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.
ABOUTCombined, our team has 30+ years of experience in the financial services industry.
TEAMWe support our clients by providing cutting-edge technology, sound investment strategies and unparalleled resources.
RESOURCESOur customized structure fits each client’s needs, from investment management to retirement planning to insurance.
SERVICESDownload Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help.
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Estimate how much you have the potential to earn during your working years.
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Determine your potential long-term care needs and how long your current assets might last.
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