Get in touch
Start with a conversation
Tell us what prompted you to get in touch. We will reply within one business day, and the first meeting is about an hour at no cost.
- Phone
- (985) 789-5013
- matt@ggm-wealth.com
- Meetings
- In person on the Northshore, or over video anywhere we are registered.
No surprises
How the first conversation usually goes
Tell us your story
A conversation about how you got here, what you are worried about, and what you want this money to make possible. No pitch and no paperwork.
See your whole picture
We map your compensation, taxes, risk, and goals into one view, then show you where the gaps are and what they are costing you.
Move with a plan
We act in order of what matters most, and we coordinate your CPA, attorney, and insurance so nothing falls between them. Then we revisit it as life changes.
Straight about money
What this costs
The first meeting is free, and it always will be. It is a discovery conversation, and it is how we both work out whether this is a fit.
If we go ahead together, planning carries a fee, and you will know the number before you commit to anything. Engagements come in three levels, starting at a one-time strategy engagement of $3,500 plus $250 a month from the second month, and the level depends on the complexity of your situation.
For households above $1 million in assets we manage, the planning fee is typically waived.
Essential
Foundational guidance
The plan itself, everything organized in one place, and the tax and retirement projections, reviewed twice a year.
- Strategy engagement
- $3,500
- From month two
- $250 / month
- Investment management
- 1.75% to 0.75%
- Reviews
- Semi-annual
Control
Strategic advisory
Everything in Essential, plus estate planning coordination and a quarterly cadence.
- Strategy engagement
- $5,000
- From month two
- $500 / month
- Investment management
- 1.25% to 0.25%
- Reviews
- Quarterly
Freedom
Private client partnership
Everything in Control, plus business planning and corporate retirement plan work, on your schedule.
- Strategy engagement
- $7,500 and up
- From month two
- $750 to $1,500+ / month
- Investment management
- 1.10% to 0.25%
- Reviews
- Reviews as needed
Planning fees are billed directly by GGM Wealth Advisors and may vary with the complexity of your situation and the scope of the work. Investment management is optional and charged separately; the rates above are ranges across account sizes and do not include underlying fund, manager, or platform expenses. The sheet carries the full schedule, including the rate at every account size.
Practical
Before you get in touch
We read it and reply within one business day, usually sooner. The reply comes from an advisor rather than an assistant, and it is a real response to what you wrote rather than a scheduling link with no context.
Yes, and there is no obligation afterward. It runs about an hour and is a conversation about your situation. You will not be presented with a portfolio or asked to sign anything, and you should leave with something useful whether or not you decide to work together.
Nothing. Do not gather statements for a first conversation. If you want to be efficient, bring the questions you have been meaning to ask someone, and a rough sense of what you spend in a year. Documents come later, and only the ones that change the answer.
Yes. Colorado, Florida, Illinois, Louisiana, Mississippi, and Texas are the states where registration is currently in place, and most clients today are in Louisiana, Florida, and Colorado. Adding a state is usually straightforward, so it is worth asking if you are somewhere else.
This communication is strictly intended for individuals residing in the states of CO, FL, IL, LA, MS, and TX. No offers may be made or accepted from any resident outside the specific states referenced.