Our Services

At GEM Wealth Management, we pride ourselves on a relationship-based approach to financial planning and support. We work together with each client to understand their financial landscape and aspirations. In turn, we build individualized plans to address those goals. We regularly monitor these plans in seeking to optimize performance and pivot based on life changes.

We offer services in the following areas:

  • Investment management
  • Retirement planning
  • Business and small business strategies
  • Estate conservation
  • Tax Strategies
  • Education planning
  • Risk management
  • Life Insurance and annuity products