Holistic Wealth Management
Your financial success is important to us. Find out how GPM collaborates with you to create a well-tailored strategy to reach your goals.
Stay On Track
Ready to take control of your financial future? Utilize GPM's advanced technology and expertise to put your vision into action.
GPM's Investment Strategies
Protection and growth of your wealth is our top priority. Learn how GPM can work with you to build a strong portfolio with the potential to produce long-term growth in value and income.
What the 2018 Tax Bill Means for You
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GPM's 10 Minute Guide to Retirement
Your exclusive guide to a happy and confident retirement.
Your retirement fund at age 65, with an annual household income of $300,000.
Retired or approaching retirement? Not sure you are on track to achieve lifetime growth in income and inheritance value, optimize your social security payout and minimize your taxes? Will you outlive your money?
Our detailed, long-term wealth and retirement planning cash flow projections consider all the variables; assets/rates of return, income sources, living expenses and inflation. We use conservative assumptions to provide the critical insight you need to be confident that your wealth and other sources of income will support a comfortable retirement lifestyle or enable you to work less on your terms.
source: J.P. Morgan Asset Management Guide to Retirement, 2019
Illustration assumes annual gross savings rate of 10%, pre-retirement investment return 6.0%, post-retirement investment return 5%, inflation rate 2.0%. The assumptions and projections above are for illustrative purposes only and should not be considered predictions or guarantees of future results. Such assumptions include, but are not limited to rates of return, taxes and inflation. There can be no assurance that your financial, retirement planning and investment objectives will be realized.
- Benjamin Franklin
GPM has been investing for private clients since 1993. We manage money and advise on critical financial and investing decisions. We listen and learn. Our advice is holistic and tailored to you and your peace of mind. We treat you, your family and other advisors with respect. We are easy to work with, accessible and responsive. Our professional team has over 70 years of combined experience.
We understand that individuals face unique financial challenges at every stage of life. Working collaboratively with you, we can help manage the challenges and make tangible progress. Our number one priority is to achieve your financial goals, like implementing an effective long-term investment strategy, preparing for retirement, estate planning, building a substantial education fund or philanthropy.
With our knowledge and your vision, a successful financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you.
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The foundation of GPM's investment approach, our Long Term Growth (LTG) Strategy, is centered around two core competencies - researching high-quality companies and actively managing portfolios built with the individual stocks of those companies to deliver growth and income for our clients. We invest client portfolios in approximately 30 individual stocks of U.S. based industry leaders that compete and win around the world. We focus on high-ROE businesses with track records of delivering rewarding long-term growth in sales, earnings, cash flow, dividends, and ultimately stock prices.
GPM’s Balanced Strategy takes a more conservative approach. We combine a solid foundation of GPM stocks with a well-diversified bond component to buffer risk and add to an income stream that we expect will grow over time. Many clients view their balanced portfolios as a core component of a well-tailored approach to retirement investing. Portfolios are flexibly managed and tailored to individual client risk targets. Our strategies have delivered meaningful long-term growth in value and income for our clients.
Knowledge is power. How much risk really is in your portfolio? What percentage of your wealth is in stocks, bonds, real estate, cash equivalents and other investments? How much is in U.S. company stocks, foreign and small and large companies? What types of bonds do you own, i.e.; government, corporates and other? How much interest and dividend income is produced? GPM’s reporting platform delivers a holistic view of your portfolio and progress with exceptional transparency. We enable you to always see your accounts and portfolio on a consolidated basis, in one quarterly statement, online and on-demand with tax planning simplification, deep insight into overall composition and excellent risk management perspective.
Success in business starts with a clear, well-conceived plan that is executed with discipline. The same is true in personal financial planning and investment management. GPM creates a personal wealth management website for each of our advisory clients and our experienced team considers all the variables that affect the growth of your wealth and the income it produces. Working collaboratively, we will develop an exceptionally well-tailored strategy to confidently transform your vision into reality. Your personal wealth management website is supported by our robust technology platform. Our detailed and dynamically updated long-term wealth and cash flow projections map out your assets and growth, income sources, living expenses and inflation. We use conservative assumptions to provide the critical insight you need to be confident that your wealth and other sources of income will support your vision.
Do you have the confidence to retire or work less on your terms? Plan to use some capital to start a business? Considering a vacation home, but also wondering if the economics of renting might be better than buying for you? Want to factor in an increase in expenses for your plans to travel more and cover the costs of other activities? Wondering how your financial support of a child or parent will impact long-term outcomes? How do you estimate the potential legacy you will leave for generations to come?
Clients often tell us that our commitment to their success brings great peace of mind. That commitment is supported with a personal wealth management website and detailed portfolio reports to track progress.
GPM can help you build a retirement strategy that is sure to keep ahead of what's next. Our data-backed retirement planning projections provide the knowledge you need to be confident that the fruits of your labor - your wealth and other sources of income will support a comfortable retirement lifestyle or enable you to work less on your terms. Our detailed, long-term retirement planning projections map out your assets and growth, cash flow from all income sources, estimated living expenses and inflation. We use conservative assumptions to provide the confidence reinforcing insight you need to be sure that your assets and income will support your vision.
Creating a strategy for charitable giving can be a complex — but rewarding — process. We will help you identify your specific aspirations for giving, and align your passion with a tailored, tax-efficient action plan.
Curated articles, videos, and more for a more financially savvy you.
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