Welcome to GMV & Associates. We are a financial planning team located in Southern California that primarily helps Baby Boomers strategize for retirement and their inheritances through thoughtful tax strategies, distribution planning, 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 our clients in the following areas:
at Waddell & Reed
3850 Vine Street, Suite 100ARiverside, CA 92507
Meet the Team
Check out our client WealthLink site. 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, create and monitor a plan to accomplish your financial goals, and run real-life financial planning scenarios.
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.