• MONEY DOESN’T HAVE TO BE COMPLICATED.

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People deserve to understand what’s happening with their money.

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.

Discover the right investment strategy for you.

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

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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

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Why travel all over town? Comprehensive wealth management is right here.

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

Wealth Planning

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.
Learn more

Risk Management

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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Portfolio Management

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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Estate Planning

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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The GAAM Story

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.

Contact us today.

The time is now.

GAAM Wealth Advisors’ team of experienced professionals can help design a good life, the life you want, through comprehensive wealth 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.

The discipline you need.

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.

Where you are, we are.

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.

Insights

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

Market Commentary
Weekly Market Commentary June 19, 2017

Global markets stayed steady during a week where the Federal Reserve behaved as expected and Amazon.com surprised markets with acquisition news. The S&P 500 inched up 0.1%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% higher.

Read more

Blog
What is goals-based planning?

“A goal without a plan is just a wish.”

Is there something you’ve always wanted to do but still haven’t done it? Maybe time constraints are holding you back or you are unsure if your financial resources will accommodate your plans. Or maybe, like a lot of people we meet, you haven’t taken the time to really think about what you want. Read more

Monthly Newsletter
June Monthly Newsletter – “Supercharged” Charitable Giving with ...

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd 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

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Whitepaper

    Blog post
  • The Importance of Portfolio Diversification

    Published by Don Hagan, CFA

    The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

    The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more

    Weekly Market Commentary
  • The Importance of Portfolio Diversification

    Published by Don Hagan, CFA

    The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

    The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more