• 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.

    Learn more

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

0-2% 2-4% 4-6% 6-8% 8% +
Next

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.
Learn more

home_chart

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

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

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.

Read more

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.

Read more

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.

Read more

Insights

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

wmc-feature
Market Commentary
Weekly Market Commentary: July 25, 2016

Equities continued moving higher this week and posted new all-time highs for the second week in a row. Both the Dow Jones Industrial Average and the S&P 500 eked out record levels by gaining just 0.3% and 0.6%, respectively. Read more

20786534 - medicare insurance form with glasses and pen
Blog
What You Need to Know About Medicare ...

Published by Ben Goethel

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to analyze the benefits of each spouse’s employer-provided health insurance plans to make sure you’re not paying too much for health insurance. Read more

Screen Shot 2016-07-22 at 9.23.43 AM
Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

Download Whitepaper

2016 q3 outlook
Video
2016 3rd Quarter Outlook Video

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

mir-feature
Monthly Newsletter
Monthly Investment Review: June 2016

All eyes were on the latter half of the month with the referendum on Britain’s membership and markets were range-bound leading up to the vote. Given all the volatility and uncertainty, it may be surprising that global markets were generally positive for the month. Read more

Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • Balancing College Funding with Retirement Savings

    Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee

    Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses. Read more

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

    Equity markets continued with broad positive momentum last week as our own domestic indices notched new all-time highs. Both the S&P 500 and the NASDAQ Composite were up just under 1.5% while the Dow Jones Industrial Average led the way, posting a 2% return for the week. Read more