Close

Services

Financial planning, for the rest of us

GWM is a firm that allows you to start where you are comfortable. If you have crucial questions concerning legacy, and employee benefit planning, but don’t need investment advice, the Essentials option may be for you.

 

If you would like investment advice, but don’t have the high minimums required at other firms, or simply don’t want to give over total control of your accounts, we offer our Premium service.

 

Lastly, we offer full-turn key, financial planning and investment management, as a typical firm would, through our Total Wealth plan.

The choice is yours!

GWM is a firm that allows you to start where you are comfortable. If you have crucial questions concerning legacy, and employee benefit planning, but don’t need investment advice, the Essentials option may be for you.

 

If you would like investment advice, but don’t have the high minimums required at other firms, or simply don’t want to give over total control of your accounts, we offer our Premium service.

 

Lastly, we offer full-turn key, financial planning and investment management, as a typical firm would, through our Total Wealth plan.

The choice is yours!

  • Gamma Planning Essentials
  • Gamma Panning Premium
  • Gamma Total Wealth Planning
Feature Gamma Planning EssentialsGamma Panning PremiumGamma Total Wealth Planning
Feature
$119
/Month
$199
/Month
$199
/Month + AUM Fee
Financial Planning
Employee Benefits
Insurance Planning
Retirement Planning
Tax Planning
Agency, Legacy, and Estate Planning
Investment PlanningNon - Discretionary Investment AdviceDiscretionary Investment Advice
Learn More About EssentialsLearn More About Premium Learn More About Total Wealth