30500 Northwestern Highway
Your financial picture is presented holistically and updated dynamically.
We make it easy to collaborate, track all of your assets and liabilities, monitor your financial position and plan for what's next - making it easier to manage both your wealth and your well-being.
Our wealth management guidance and planning is well-tailored to each client. Some focus areas include preparing long-term projections that put retirement planning in clear financial context, evaluating employer sponsored investment plans and devising strategies to exercise options and/or sell employer stock. We routinely engage with client tax advisors and attorneys to assist in tax, estate and generational wealth planning and to help structure funding of their philanthropic pursuits.
Retirement and Near Retirement Planning
GPM can help you build a retirement strategy that is sure to keep you excited about what's to come. 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.
Evaluating Employer Sponsored Accumulation Plans
Our team can evaluate your employer sponsored accumulation plans and help develop long-term strategies to take full advantage of the opportunities available as integral parts of your overall portfolio. We'll consider stock options and similar plans. We usually review 401-k investment choices periodically and recommended and/or implement appropriate changes.
Philanthropic and Charitable Giving
Creating a strategy for philanthropic and charitable giving can be a complex, but rewarding process. We will help you define your specific aspirations for giving, and align your passion with a tailored, tax-efficient action plan. Our approach considers the use of giving appreciated assets, Donor Advised Funds and qualified charitable distributions (QCD) or direct transfers from IRA's. Larger-scale philanthropic and charitable giving goals can be achieved using foundations and trusts for long-term or generational funding as part of a well integrated estate plan.
Estate and Generational Wealth Planning
The GPM team works closely with your estate planning attorney, tax and other advisors to develop and execute your comprehensive estate plan. Our client's estate planning needs range from basic to complex, depending on the size of their estate and their situation in life Key goals for most of our clients include ensuring that after death, their estate property passes to the people they care about, with the lowest amount of estate tax, probate involvement, associated costs and red tape. Continuity of responsible management of investments for future generations is also a high priority. Tools exist to accomplish these goals.
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's 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 (PWM) 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.