• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Top Ranked in the U.S.

    GAAM Wealth Advisors are among some of the top in the nation, as proven by our recent accolades and awards.

    See all accolades
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Wealth Management

By following a systematic investment process, you will see true transparency in cost and experience the trust and accountability that ensures your financial objectives will be met. Learn More

Risk Management

Our team has worked with thousands of clients in various stages of life and they are prepared to discuss the various risks that you might encounter and present options on how those risks might be mitigated. Learn more

Tax Planning

Our experts will examine your unique situation and make recommendations on how to structure your finances to be the most tax efficient they can be while adhering to the current tax laws.
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Wealth Planning

Having a plan is a sizable component of living your life by design. We have Certified Financial Planners™ on staff that will tailor a plan to your unique needs. Learn more

Estate Planning

Our team understands the peace of mind you require in knowing that your affairs are always in order, no matter what stage of life you are in. Learn more

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Personalized Wealth Management

GAAM Wealth Advisors is a comprehensive wealth management and financial planning firm based in Tennessee and Virginia. Our clients include individuals, multi-generational families, foundations, endowments and retirement plans. It is our goal to provide retirement income for the lifetime of our clients. Our firm was founded in 1993 and has enjoyed over 20 years of providing Financial Advice to clients across the United States. Our headquarters are located in the beautiful town of Kingsport, TN.

Our mission is to make a positive difference in people’s lives. This is more than just a few words on a screen… we consider this in everything we do. Our Core Values are Loyalty… to our clients and each other, Commitment… to always doing the right thing and Community Involvement… in ways where we can see the difference we make in people’s lives.

Contact us today and let GAAM Wealth Advisors help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Kingsport, Tennessee, GAAM Wealth also has office locations and advisors in Virginia. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

GAAM Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary: April 25, 2016

Global markets were mixed last week. Our domestic markets bounced off 2016 highs and the Dow Jones Industrial Average ended the week up 0.6% while the S&P 500 and the NASDAQ Composite were up 0.5% and down 0.6%, respectively. Read more

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Video
2016 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming 2nd quarter. Contact us to speak with a Wealth Advisor.
Read more

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Monthly Newsletter
Monthly Investment Review: March 2016

The first three months of the year saw investors in the US down more than 10%, European investors off more than 13% and Asian investors down nearly 25% in China and more than 21% in Japan. Read more

estate planning
Blog
What is the Difference Between a Will &...

Published by Beth Schanou, Director of Wealth & Estate Planning

Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages. Read more

Back2BasicsFeatured
Whitepaper
Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

Download Whitepaper

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Infographic
Back 2 Basics

AMONG ADULTS AGES 25 TO 65:

  1. 50% – Don’t feel they’re on top of their finances
  2. 27% – Don’t know where to start and need more education or information
  3. 15% – Don’t want to deal with their finances because it’s “too overwhelming”

Read more

US News v2
News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: April 18, 2016

    US markets turned up last week and pushed year-to-date returns further into positive territory as investors reacted to corporate earnings and global economic data releases.

    Read more