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

A star shining in the space

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!

Milky way galaxy

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

Stars in the space

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

Five Steps to retiree early [Free]

We have five common-sense steps to get you on the road to retiring while still young.

DOWNLOAD PLAN

Gamma 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
  • Pay on an hourly basis, without a long-term commitment

Take our financial wellness quiz

Take this 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
  • The financial planning fee ends after 18 months, or when a household consolidates assets of $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

Are you taking the right kinds of risks?

Take this quiz

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 certain employer to offer a deferred compensation plan, and other states may not be far behind them.

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.

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Essential
Always Active
These items are required to enable basic website functionality.
Marketing
These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.
Personalization
These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.
Analytics
These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.