
Wealth Management & Planning
Our Approach
At GPM, financial planning plays a crucial role in helping clients build, manage, and protect their wealth over time. We work collaboratively with individuals and families to develop strategies tailored to their specific goals, income needs, and long-term priorities.
Our planning process brings together all aspects of a client’s financial life, including assets, income sources, retirement plans, business interests, real estate, and savings. For clients seeking comprehensive planning support, we utilize the eMoney Advisor platform to provide a clear, real-time view of their financial picture, enabling them to track spending, budgeting, and investments in one place.
Whether planning for retirement, analyzing income needs, or organizing wealth across generations, every decision we make is grounded in research, transparency, and alignment with our clients’ best interests.
01
Retirement Planning
We help clients structure their assets and income sources to support a comfortable retirement lifestyle and long-term financial security.
02
Spending and Budgeting Analysis
Using eMoney Advisor, we provide tools to help clients track spending, monitor budgets, and understand how daily decisions affect their long-term financial goals.
03
Tax and Charitable Giving Strategies
Our planning process includes tax planning and helping clients develop charitable giving strategies that align with their personal values and financial objectives.
04
Asset Allocation Analysis
We review portfolio allocations across all investment accounts to ensure alignment with each client’s risk tolerance, income needs, and long-term goals.
05
Business and Real Estate Planning
We take business interests, real estate holdings, and other outside assets into account when building comprehensive financial plans.
06
Generational Wealth Planning
Our approach helps clients organize and plan for multi-generational wealth transfer, with strategies designed to support children, grandchildren, and future legacy goals.
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