wiseradvisor

GM Wealth Group

Tel: 214-382-4433
901 Main Street
Suite 6500
Dallas, Texas  75202
GM Wealth Group | Financial Advisor in Dallas,Texas

About GM Wealth Group

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 clients distinct financial situation. We take ample time upfront to understand the factors affecting our clients financial futures and believe that the best strategy is a mix of art and science  a thoughtful, yet proven approach. We build a program that fits your life and suits the complexities of your unique financial situation. We dont plug your life into a program. We dont depend on a formula. We believe in what we do Our distinctive approach to wealth management coupled with our commitment to excellence has resulted in a high client retention rate throughout our business tenure. We are committed to helping our clients realize the vision for their f


General Information

Year Established:   2010
Services:   Investment Management, Customized models, Tactical strategies, Asset allocation, Alternative strategies, Outside custody asset management, Bonds, Stocks, Exchange-traded funds (ETFs), Mutual funds, 529 college savings accounts, Brokerage accounts, Separately managed accounts, Alternative investments, Variable annuities, Fixed annuities*, Variable life insurance, Risk Management*, Life insurance (term*, universal life*, variable universal life, fixed)*, Corporate buy/sell and key person insurance*, Long-term care*, Multi-Generational Family Wealth Planning, Legacy planning, Estate conservation, Retirement Strategies, Income planning, Social security, Roth IRAs, Traditional and rollover IRAs, 401(k) plans, profit sharing plans and other types of company plans, Financial Planning, Retirement planning, Education planning, Business Services, Retirement plans, Executive services (10b5-1 and stock option plans)*, Key person insurance*, Captive insurance company asset management*, *These products and services are not offered by MACC or MAFM.

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