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Creative Planning for Life's Transitions

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:

  • Tax Efficient Retirement Planning

  • Tax Efficient Investment Management

  • Family Trust Management

  • Assistance in Estate Settlement

  • Divorce
Sound Like You? Start Here

GMV & Associates

at Waddell & Reed

(951) 900-8850

3850 Vine Street, Suite 100A
Riverside, CA 92507

Check out and subscribe to our blog "Plan-It" by Cameron Valadez, CFP® 

Check out and subscribe to our blog "Plan-It" by Cameron Valadez, CFP® 

Gain insight on the concepts and strategies we utilize with clients.

Check out our blog!
What's it like working with us virtually?

What's it like working with us virtually?

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.


Learn about the Client WealthLink Site
Does your investment performance keep you up at night?

Does your investment performance keep you up at night?

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.

Click Here For a Free Portfolio Analysis

Need Assistance? Help Us, Help You.

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