Maximize Employer
Contributions
Reduce Taxes
Help Your Employees
Save For Retirement
Recruit, Retain
and Attract
Top Employee Talent
Effective Plan Design
Streamlined Administrative Support
Effective Plan Design
Streamlined Administrative Support
Fiduciary Oversight
Retirement Readiness
Fiduciary Oversight
We empower decision-makers with knowledge and information to make informed decisions about:
Retirement Readiness
You control one of the most powerful retirement savings vehicles your employees will ever access. With each decision, you shape retirement outcomes.
78% of business owners expect to use the value of their business to fund their retirement income needs (FPA/CNBC Business Owner Succession Planning Survey, 2019).
The typical business owners expect to use the proceeds of the sale of their business to fund between 60 and 100% of their retirement needs (FPA/CNBC Business Owner Succession Planning Survey, 2019).
Only, 30% of business owners have a formal succession plan (FPA/CNBC Business Owner Succession Planning Survey, 2019).
Only 36% of businesses offer Non-retirement financial planning advice to their employees (SHRM, 2019.)
Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Securities offered through Charles Schwab, INC Member FINRA/SIPC and Folio Investments, INC. Member FINRA/SIPC.
Advisory Services offered through Gamma Wealth Management, LLC. Charles Schwab, INC, Folio Investments, INC and Gamma Wealth Management, LLC. are unaffiliated. Gamma Wealth Management does not provide tax or legal advice.