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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

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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.

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