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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.

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

Next

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.

First Name*

Last Name*

Email*

Phone Number*

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

Financial 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.
Learn more

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.
Learn more

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 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.

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 financial 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 December 17, 2018

After a few near misses, the S&P 500 finally entered a correction, meaning it closed more than 10% below its previous all-time closing high. The S&P 500 had flirted with these levels three previous times, even trading into correction territory. But it had always rallied enough at the close to stay above the 10% mark.

Read more

Avoid holiday financial stress
Monthly Newsletter
Gifts without the Guilt – Tips for Avoiding ...

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Blog
The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Video
Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

Read more

News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

    Blog post
  • Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf

    We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

    Weekly Market Commentary
  • Improving The Traditionally Allocated Portfolio

    Published by Tyler Schlumpf

    We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more