Welcome to GMV & Associates. We are a financial planning team located in Southern California that helps families invest, manage, and preserve their net worth through thoughtful tax strategies and investment planning. We do so through a collaborative "values-driven" approach using state of the art technology.
Although we do not provide tax or legal advice, we primarily help clients in the following areas:
at Waddell & Reed
3850 Vine Street, Suite 100ARiverside, CA 92507
Meet the Team
Gain insight on the concepts and strategies we utilize with clients.
Check out our client WealthLink sites. A personal website just for you. Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with us remotely to get organized, run real life scenarios, and create a plan to accomplish your financial goals.
Do you understand exactly how your 401(k) account or trust is really invested?
Find out your true tolerance for risk, and compare it to how much you are currently taking.