We offer you ideas and resources, using a disciplined approach to managing wealth that puts you, rather than the market, at the center of the process. We can help you identify your goals, prioritize and then address them with access to the investing capabilities of Merrill and the banking convenience and lending solutions of Bank of America. Whether your goals include planning to fund the next generation’s education, ensuring your money lasts in retirement, covering potential health care costs, or preserving wealth, the team can help you develop a personalized financial strategy aligned with those goals.
GFM Wealth Management provides our clients with a high quality wealth planning experience. We strive to help clients achieve their financial goals, while making the complexities of financial life easy to understand.We believe lasting wealth is built on straightforward guidance and prudent choices. Our team purposefully avoids risky investments, financial trends, and overly complex strategies, focusing instead on helping our clients steward multigenerational wealth to preserve their financial futures.
CEPA®, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
