Broker Check

Retirement & Inheritance Planning for Individuals Over Age 50

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:

  • Tax Efficient Retirement Distribution Strategies

  • Tax Efficient Investment Management

  • Family Trust Management & Generational Planning

  • 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

Plan virtually

Plan virtually

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.

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.

Thank you!