30500 Northwestern Highway,
Wealth Management For Quality Conscious Investors
Portfolios focused on leading U.S. companies that compete, win and grow globally.
Client stock portfolios are actively managed and built on a solid foundation of approximately 30 high-quality stocks; U.S. based, sustainable growth companies that compete and win worldwide. We invest in “GPM Grade” companies that we believe can over time, provide attractive returns with less risk than the overall market. Our process is executed with discipline and consistency.
Our moderate-risk balanced portfolios invest for growth and current income. Tailored to client preference, Balanced Portfolios take a more conservative approach than 100% stock. We combine a solid foundation of GPM Grade stocks with a well-diversified bond component to buffer risk and add to an income stream that we expect will grow over time.
GPM Aspire is designed for serious investors that are in the early stages of their wealth accumulation process. With our personalized ETF-based portfolios and the guidance of one of our knowledgeable advisors, GPM Aspire will put you on a productive path to help grow your money and achieve financial independence.
Success in business starts with clear, well-conceived plans that are executed with discipline. The same is true in personal financial planning and investment management. GPM's experienced team works collaboratively with you and your other advisors to develop an exceptionally well-tailored strategy to confidently pursue your vision.
We create your personal wealth management website with powerful custom reporting and dynamically updated mapping and tracking of wealth progression, assets and growth, portfolio income and cash flow, living expense (actual and assumed) and inflation. Our long-term projection tools are amazing.
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.