Download our 401k Cheat Sheet for Accountants, CPAs and Enrolled Agents servicing business clients.
Thank you! Proceed to your download below.
DownloadOops! Something went wrong while submitting the form.
Today, families and businesses are struggling to manage their money or receive affordable guidance to help build wealth. At Gamma Wealth Management, we bridge the wealth gap by bringing GAMMA into the lives of the next generation of families and professionals.
Families are stressed out about how they will make ends meet, and getting help is inconvenient and inconsistent.
The average family will earn over $2,000,000 in their lifetime, and if they save 5% the only advice they will get is on how to manage that 5%. Proper investment management and advice are important, but most people never get there, because they don’t effectively manage the 95%.
- You need to know if you should take that job offer
- You need to know if that Master's degree is worth borrowing for
- You need to know how much to bid on that new hourse
- People don't need a plan, they need plann-ING
OUR MISSION
We will bridge the wealth gap by bringing GAMMA into the lives of the next generation of families and professionals. By being a steadfast, uncompromising presence in the lives of those we serve, we will offer true, comprehensive wealth management that advances the progress people make towards meeting their goals and reaching their stars in the sky.
Our Guiding Principles
STEADFAST
No questions is too big, goal is too grand. We will give you our undivided attention.
UNCOMPROMISING
... on the big picture, on your dreams, on your goals, on your stars in the sky.
PRESENCE
... being there as much as you need, as much as you want, but more importantly, being there when it matters most.
OUR SERVICES
Gamma Planning Essentials
Tackle urgent questions, without a long-term commitment! Hourly pricing. Determine what job offer you should accept, whether you are ready to buy that house, or help you navigate your work benefits, and much more!
GAMMA Total Wealth Planning
Comprehensive Financial planning with Turn-key Discretionary investment advice and implementation!
Includes Gamma Planning Premium features with Asset-based pricing. $250k Household Investment minimum
Gamma Planning Premium
Use our advice at your broker of choice! Retainer-based. Receive ongoing, high-touch, intermediate-term, financial planning, that is tailored for the busy professional. No Investment minimum. 6-month minimum
associations
Five Steps to retiree early [Free]
We have five common-sense steps to get you on the road to retiring while still young.
DOWNLOAD PLANGamma Planning Essentials
Providing short-term, hourly financial planning consultations
- “Pay-as-you-go” financial planning
- Financial planning without investment mandates
- Mobile app that allows you to communicate on the go
- Answer questions such as:
- What Employment fringe benefits to choose during open enrollment?
- What is a ‘good’ job offer to accept?
- How much can you afford to spend on a house?
Value you will get
- Get answers on the areas that are more fundamental than investment planning, so you can have a solid foundation
- Develop a relationship with a financial expert at your pace
Take our financial wellness quiz
Gamma Planning PREMIUM
There are a lot of things to think about when it comes to your financial future. You have to make sure you're saving enough, investing wisely, and planning for retirement. It can be a lot to handle, especially if you're doing it on your own. That's where Gamma Planning Premium comes in. We're here to help you with all aspects of your financial planning, from saving and investing to retirement planning. We'll work with you to develop a personalized plan that meets your unique needs and goals. And we'll be there every step of the way to help you implement it and stay on track. Gamma Planning Premium is the perfect solution for busy professionals who want to make sure their financial future is secure.
- Perfect for working professionals of households earning greater than $100k individually, or $150k jointly.
- Get a living financial plan that adapts to your needs over time.
- Use our advice at the broker of your choice
- Initial subscription period of 6-months, then renewals automatically, until you cancel
- Deep financial coaching to help you understand and address your Money Scripts through Datapoints®
- 10% discount on Trust & Will, and 40% rebate on costs, up-to $250 after year 1.
Value you will get
- Know that you are getting advice that puts your interests first.
- Get a flat rate on fees regardless of asset size, which could save you thousands!
Gamma Total Wealth Planning
At Gamma Wealth Management, we take a unique and individualized approach to wealth planning. We believe that your financial success is about more than just money. It's about creating peace of mind, simplicity, and security for you and your family. We understand that everyone's situation is different, which is why we offer a range of services and solutions that can be customized to fit your unique circumstances. Whether you're looking for retirement planning, estate planning, tax-efficient investing, or risk management, we can help.
- For clients who have $250,000, or more in investible assets and want the convenience of having one firm to manage all their needs
- Customized investment portfolios that take into account legacy positions, tax efficiency and institutional-caliber solutions;
Powered by Zacks Investment Research™ - The financial planning fee ends after 18 months, or when a household reaches $1,000,000 or more, or whichever comes first
- 10% discount on Trust & Will, and 90% rebate on costs, after 1 year, up-to $450
Value you will get
- Get the convenience of working with one firm to meet all your goals.
- Get a strategy to meet your income needs with no commissions or conflicts of interest.
- Get access to strategies on terms only available to institutions.Dynamic withdrawal advice to help reduce taxes and extend the life of your nest egg
Want to discuss it?
Are you taking the right kinds of risks?
Gamma Employer Services
What your employees don’t know, can hurt you A 2017 study of 1,600 workers conducted by consultancy PricewaterhouseCoopers found that nearly half of employees who are worried about their financial health miss work occasionally and are less productive when they are at work, spending at least three hours of work time dealing with personal financial issues. In a company with 10,000 employees, this translates into $3.3 million in lost productivity per year, with another $166,000 per year due to financial-related absenteeism.
In some cases, what you are able to contribute, can be reduced if your rank-and-file employees don’t understand and thus don’t participate in your retirement plan. Today, 7 states require employers to offer a deferred compensation plan, and other states may not be far behind them.
Have an RFI or RFP? Please email contracts@gammawealthllc.com
Get discounted, tax-deductible retirement planning for you and your employees.
Get a bottom-up approach to education that allows you to maximize your 401k deferrals
Get advice on how to structure, grow, or sell your business.
Referrals to business consultants who specialize in niche areas.
Value you will get
Create programs that will help you attract employees, while encouraging long-term stability in the lives of your work family. Save on taxes, increase productivity, and set up your business to work seamlessly when you aren’t there.
GAMMA PRICING PLANS
Everything you need to manage your money or receive affordable guidance to help build wealth.
Gamma Planning Essentials
As low as $250 per hour
Starts at
$250/hr
plus AUM
Starts at
$150/hr
plus AUM
Pay-as-you-go
Financial Coaching
Mobile app & Newsletters
Long-term arrangement
Why Gamma Essentials?
Get answers on topics that are more fundamental than investment planning, so you can have a solid foundation.
Develop a relationship with a financial expert at your pace.
Receive advice through transparent, hourly pricing
Gamma Planning Premium
As low as $150 per month
Starts at
$199/mo
plus AUM
Starts at
$425/qr
plus AUM
Keep your broker, get our advice
Get a plan that changes with you
Increase discount program
Access to institutional-caliber investments
Why Gamma Premium?
Know that you are getting advice that puts your interests first
Get a flat rate on fees regardless of asset size, which could save you thousands.
Ongoing behavioral coaching to keep you on track to your debt and spending goals
Gamma Total Wealth Planning
As low as 0.89%
Starts at
$125/mo
plus AUM
Starts at
$225/qr
plus AUM
Get convenience of working with one firm
Income strategies without commissions
Exclusive asset management & private equity
Discounted Estate planning document
Why Gamma Total Wealth?
Get the convenience of working with one firm to meet all your goals
Get access to strategies on terms only available to institutions
Get a strategy to meet your income needs with no commissions or conflicts of interest.
Gamma Planning Essentials
As low as $150 per hour
Starts at
$250/hr
Starts at
$150/hr
Pay-as-you-go
Financial Coaching
Mobile app & Newsletters
Long-term arrangement
Why Gamma Essentials?
Get answers on theareas that are more fundamental than investment planning, so you can have a solid foundation.
Develop a relationship with a financial expert at your pace.
Receive advice through transparent, hourly pricing
Gamma Planning Premium
As low as $150 per month
Starts at
$299/mo
Starts at
$675/qr
Keep your broker, get our advice
Get a plan that changes with you
Increase discount program
Access to institutional-caliber investments
Why Gamma Premium?
Know that you are getting advice that puts your interests first
Get a flat rate on fees regardless of asset size, which could save you thousands.
Gamma Total Wealth Planning
As low as 0.89%
Starts at
$199/mo
Starts at
$449/qr
Get convenience of working with one firm
Income strategies without commissions
Exclusive asset management & private equity
Discounted Estate planning document
Why Gamma Total Wealth?
Get access to strategies on terms only available to institutional investors.
Get the convenience of working with one firm to meet all your goals
Get a strategy to meet your income needs with no commissions or conflicts of interest.
