• 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

020816-wmc-feature
Market Commentary
Weekly Market Commentary: February 8, 2016

Investors were hoping for a fresh start to February given the previous tumultuous four weeks. Overall, the results were mixed. The Dow Jones Industrial Average was down 1.59% for the week and the S&P 500 was down 3.11%. The tech-heavy Nasdaq Composite ended the week down 5.44% as technology and biotech companies weighed on the index. Read more

Chart 2 02.08.16
Monthly Newsletter
Monthly Investment Review: January 2016

January was a difficult start to the year for investors. Headlines that dominated the last half of 2015 reappeared during the first trading week, marking the worst start of a year in history for US investors. China, oil and the possibility of slowing global growth loomed over the markets as indexes around the world turned negative with some entering bear market territory. Read more

2016 Q1 Market Outlook Video
Video
2016 1st 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 at 888-321-0808 to speak with a Wealth Advisor. Read more

Estate Planning
Blog
Intestate Succession

Published by Ben Goethel

A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass. Read more

Disciplined Investment Process Infographic
Infographic
Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. 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

Investment Process Whitepaper_thumb
Whitepaper
Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

Download Whitepaper

    Blog post
  • GAAM 2015 Recap

    Published by Pamela Benzer Corrigan CFP, CPA

    When things are happening in the market, whether up or down, part of our job is to keep you informed, help you understand and let you know that we are working on your behalf. There were a lot of ups and downs to be sure in 2015, but at the end of the day the S&P 500 “appeared” to have landed at about where it started in January. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: February 1, 2016

    Last week was a busy week in terms of data releases and news. Estimated US GDP, unemployment data and the Federal Reserve were just a few headlines that grabbed investors’ attention. US indexes enjoyed another week in the black as domestic indexes surged on Friday. Read more