Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At GAAM Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at GAAM Wealth Advisors we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Planning for retirement is about more than just investing. Learn how a true wealth plan can work for you and your future. You don’t need a separate team of people guiding you. GAAM is your team. You get all wealth services you need in one place and a cohesive wealth plan with less hassle and less cost. Explore services
Let us help you define the life you want and help you get there through investments tailored to your needs, risk profile and timetable. We’ll show you your own family index number that will guide your investment decisions.
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Assets are worth protecting and our insurance specialists can help you do just that. We’ll identify your risks and recommend coverage that can either partially or fully eliminate it. The unexpected shouldn’t interfere with you living the life you want. Insurance can help.
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When it comes to your investments, there is always something to do in response to market trends and asset allocation goals. Our team of investment professionals will keep an eye on your portfolio and provide continual management, regular reporting and timely updates.
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No one lives forever. Let us help you create your own Life Book™ complete with wills, powers of attorney, living will and trust documents. In addition, you’ll be able to designate specific assets and their recipients. It’s a comprehensive process that provides peace of mind.
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GAAM Wealth Advisors, since 1993, has been helping clients live a good life. The life they want. That mission began humbly with just four partners and since then the firm has grown to more than twenty professionals caring for clients. Creating community and seeking wealth management solutions that help people achieve their goals, GAAM has become one of the nation’s most progressive wealth management firms through its comprehensive services. Whether you are looking to grow wealth, preserve it or use it to live, we are here for you. Barron’s has ranked GAAM Wealth Advisors 3rd in the entire state of Tennessee for Financial Advising. Founder and CEO, Pamela Corrigan, has been ranked by Barron’s as one of the top 50 female advisors in the nation for the last three years*. Providing comprehensive wealth advice and strategies through a well-designed process, GAAM delivers the experience and affords the stability you need to stay disciplined through the ups and downs of the market. And they do it with one goal in mind. To help you live a good life, the life you want.
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GAAM Wealth Advisors’ team of experienced professionals can help design a good life, the life you want, through comprehensive financial planning. What’s a wealth plan? It’s investment strategy, portfolio management, wealth management, risk management and estate planning, that all come together to help you take that dream vacation, save for your kids’ or grandkids’ education, gift that charity you care about and, of course, prepare for retirement.
GAAM helps you stick to that plan. Markets are volatile. There are ups and there are downs. But through it all, history has shown that long-term investors are rewarded. It takes strategy, discipline and being there for you throughout all of your life’s transitions. That’s what we’ll do for you.
Headquartered in Kingsport, Tennessee, GAAM Wealth also has office locations and advisors in Virginia. Contact us today to speak with a financial advisor or financial professional nearest you.
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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Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more
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It’s 2018 and now’s the time to get your finances in order.
To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more
Published by Tyler Schlumpf
There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more
Published by Tyler Schlumpf
There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more
