Situations
Planning usually starts because something changed
Almost nobody calls an advisor because they woke up wanting a portfolio. They call because a vest date is coming, an offer arrived, a business is being sold, or a parent needs help. Find the moment you are in.
Where to start
The decisions that bring people to us
- Where we start →
Receiving stock compensation
RSUs, options, or an ESPP that arrived with a vest schedule and no instructions.
- Where we start →
Changing jobs
What you leave behind, what accelerates, and what expires once you resign.
- Where we start →
Becoming a partner
A buy-in, a K-1, and a tax picture that stops looking like a salary.
- Where we start →
Planning around a liquidity event
An IPO, a tender offer, or an acquisition with a date attached to it.
- Where we start →
Selling a business
The work that changes the number, most of which has a long lead time.
- Where we start →
Passing the business on
Handing it to family or management rather than selling to a stranger.
- Where we start →
Protecting your family
What happens to the people who depend on you if your income stops.
- Where we start →
Preparing for retirement
Turning what you have saved into a paycheck that lasts.
Or by role
If you would rather start from who you are
- Where we start→
Medtech executives
Base, bonus, RSUs, options, maybe a deferred comp election you make every fall. Four moving parts, four different tax treatments, and no one looking at them together. Based in Mandeville, Louisiana, GGM Wealth Advisors helps Medtech executives review employer stock decisions in that broader context.
- Where we start→
Physicians & specialists
High income, a shorter runway, real exposure if you cannot practice, and less time than almost anyone to think about any of it. Based in Mandeville, Louisiana, GGM Wealth Advisors helps physicians and specialists coordinate disability coverage, taxes, debt and practice decisions with the CPA and attorney they already have.
- Where we start→
Business owners
Your balance sheet, your income, and your identity all point at the same asset. Planning has to start with that concentration rather than ignore it. Based in Mandeville, Louisiana, GGM Wealth Advisors helps business owners plan the personal side of an eventual sale or transition.
- Where we start→
Corporate executives & CFOs
Most of the CFOs we work with say the same thing with a smile: rigorous about the company's balance sheet, and running personal decisions on autopilot for years.
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.