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.
The SECURE Act
The SECURE Act brings major changes to retirement savings law. How does the new law affect your strategy?
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.
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 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 is an employee owned investment advisory firm formed in 1993. We manage money and help clients achieve their financial planning goals.
We manage growth and balanced portfolios on a discretionary basis. Our approach to stock investing is totally focused on U.S. based growth companies that compete and win around the world. Our approach to financial planning begins with listening to learn how we can work collaboratively to develop well-tailored, holistic financial plans that turn client visions into reality and give peace of mind. 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.
Our approach to stock investing is totally focused on U.S. based growth companies that compete and win around the world. A core strength that drives our investment success is research focused on high-quality GPM Grade companies. Client portfolios are actively managed with a long-term perspective to deliver growth and income. We normally own shares of approximately 30 leading U.S. based companies that compete, win and grow globally. 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. Our companies are built to adapt and thrive while generating growth in value and income for shareholders. Our strategy gives us confidence to ride out market pullbacks and is well understood by our clients, who share our long-term view. GPM growth accounts normally invest 100% in stocks. GPM team members invest in our model securities alongside our clients.
Our 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.
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