Our Guiding Principles
STEADFAST
No question is too big, no goal is to grand, for us to 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 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.
Process we follow
1
Introduction/Exploratory meeting where we discuss your challenges, and how you want us to work together to solve them.
2
We take all the measurements necessary to understand where you are now, how you got there, and where you want to be. Our questionnaire should take about 45 minutes.
3
In our Questionnaire Quality review meeting, we double check your data for completeness, and explore possibilities for where you want to be.
4
Recommendation’s meeting- We provide an executive summary of our recommendations and establish an implementation schedule.
5
Implementation meetings follow for the first six months, then quarterly thereafter.
6
Start by chatting, calling or setting up an appointment through our calendar app
7
From the time you reach out to us, until you have your recommendations could be as soon as a week and a half
