tailored-client-experience

GGM Wealth Advisors’ mission is to provide you with objective guidance, a tailored client experience, customized investment solutions, and accessible advisors as we assist you with your complex financial matters with the highest levels of honesty, integrity, and excellence possible.

Purpose

We genuinely care about helping you successfully achieve and maintain your desired lifestyle. Lucky for us, we are fortunate to work closely with friendly, caring, and intelligent clients whom we truly enjoy spending time with. GGM firmly believe in the importance of working together to build rewarding relationships.

Trust

Our client focused culture centers on creating a trusted partnership with you through an open and honest dialogue to ensure we are always on the same page when it comes to matching your expectations with your financial objectives and recommended investment strategy. As a Registered Investment Advisor (RIA), our independent, “conflict-free” analysis, and unbiased decision making capability continuously prioritizes your best interests.

We are not permitted to accept 12b-1 “kick-back” fees, “mark-up” your investments before placing them into your account, or use “load” funds, all of which are common and usually required at firms associated with the “brokerage/sales” business model. Nor are we required to buy a sponsored group of funds or investments, but rather have unlimited institutional access to the universe of available investment vehicles that maintain some of the lowest fee structures possible.

Dedication

Our team’s vision is to provide the highest quality investment management services. We maintain long-term relationships with you, based on mutual respect, a structured and disciplined process, personal communication, and performance. Most new clients are referred by existing clients, business relationships, attorneys, and CPAs, a fact that we take pride in. GGM works diligently to build their confidence and trust, and invite you to experience the personalized attention that is unique to GGM Wealth Advisors.