What happens after I send this?

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.

Is the first meeting really free?

Yes, and there is no obligation afterward. It runs about 30 minutes 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.

Do you work with people outside Louisiana?

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.

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 30 minutes at no cost.

Phone: (985) 789-5013
Email: matt@ggm-wealth.com
Office: 829 Asbury Dr. Suite 3
Mandeville, LA 70471
Meetings: In person on the Northshore, or over video anywhere we are registered.

Schedule a planning conversation

About 30 minutes, no cost. Pick a time that works for you.

Prefer to write first?

Send a message below and you will hear back within one business day, usually sooner.

Prefer to pick a time now? Book a 30-minute intro meeting.

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.

Planning engagements start at $3,500, based on the complexity of your situation and scope of work. Planning fees may be paid upfront or through an agreed monthly payment schedule. You’ll know your fee and payment options before deciding to move forward.

For households with more than $1 million in assets that 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
Monthly payment option for planning fee
$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
Monthly payment option for planning fee
$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
Monthly payment option for planning fee
$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.

Download the fee sheet

Practical

Before you get in touch

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.