Which states is GGM Wealth Advisors registered in?

Registration is currently in place in Colorado, Florida, Illinois, Louisiana, Mississippi, and Texas. Most clients today are in Louisiana, Florida, and Colorado. This communication is intended only for residents of those states.

What if I live somewhere you are not registered?

Get in touch anyway. Adding a state where you need us is usually a straightforward administrative step rather than a barrier, so it is worth asking rather than assuming the answer is no.

Do I have to meet in person?

No. Clients on the Northshore and around New Orleans often prefer to sit down at the Mandeville office, and that option is always there. Everyone else runs the relationship over video and email, which suits people who travel constantly. The standard of attention is the same either way.

Where we work

One office on the Northshore, clients in several states

The office is in Mandeville, Louisiana. Whether you are fifteen minutes away or three time zones out, the work is the same. What changes is whether we sit at a table or on a call.

Places

Where most clients are today

Each page covers what is genuinely different about planning there, rather than the same text with a place name swapped in.

Office
Mandeville & the Northshore
The office is on Asbury Drive in Mandeville. Most clients here are a short drive away, and plenty of them cross the Causeway every morning.
How it works there
State
Louisiana
Based in Mandeville, working with clients from the Northshore to Baton Rouge, Lafayette, and Shreveport.
How it works there
State
Florida
Florida has no individual income tax, which changes the arithmetic on almost every timing decision in this list.
How it works there
State
Colorado
A concentration of medtech, biotech, and aerospace employers means Colorado clients arrive with equity questions more often than anything else.
How it works there
State
Texas
Texas pairs two things that rarely appear together: no state income tax, and community property rules that quietly reshape how your equity and your business are owned.
How it works there

Registration

States where registration is in place

Two of these do not have a page of their own yet because there is not enough that is distinctive to say. Registration is what matters, and it is listed here.

Colorado (CO)
Planning in Colorado
Florida (FL)
Planning in Florida
Illinois (IL)
Registered, clients welcome
Louisiana (LA)
Planning in Louisiana
Mississippi (MS)
Registered, clients welcome
Texas (TX)
Planning in Texas

GGM Wealth Advisors
829 Asbury Dr. Suite 3, Mandeville, LA 70471
(985) 789-5013

Practical

Working together across states

This material is for general educational purposes only and is not intended as tax, legal, or investment advice. Neither GGM Wealth Advisors nor Cambridge provides tax or legal advice. Please consult a qualified professional about your specific situation.

Let's start with a conversation

Bring whatever is on your mind: a vest date you are unsure about, an offer you are weighing, a business you might sell in three years. Nothing to prepare, no cost, and you will leave with something useful whether or not we end up working together.

Schedule a conversation Call (985) 789-5013

One office on the Northshore, clients in several states

Where most clients are today

Mandeville & the Northshore

Louisiana

Florida

Colorado

Texas

States where registration is in place

Working together across states

Let's start with a conversation