Gunn Wealth Management

At Gunn Wealth Management, we believe that everyone, regardless of their financial situation, deserves great financial advice and planning services. As a values-based and customer-driven financial planning firm, we partner with clients who want a trusted advisor and are serious about money. Our mission is to be an indispensable wealth management resource to our clients, helping them create, enjoy, and protect their wealth.

Our Story

Founded by La Mar T. Gunn Sr., our company is built on a commitment to unmatched client service and a passion for helping people achieve their financial goals. With over 20 years of wealth management experience, La Mar focuses on financial planning and creating innovative investment management strategies for high-net-worth and ultra-high-net-worth investors. His commitment to his clients is evident in his approach, which emphasizes understanding their hopes, goals, dreams, and desires.

Our Services

At Gunn Wealth Management, we offer a range of services designed to help our clients achieve their financial objectives. Our services include:

Retirement Planning: We help individuals plan for a comfortable retirement by designing tailored strategies to ensure a secure financial future.

Wealth Management: Our experienced advisors work closely with clients to create a comprehensive wealth management plan, taking into account their unique financial goals and objectives.

Tax Planning: We help our clients minimize their tax liability through careful planning and execution.

Estate Planning: We work with clients to create a well-thought-out estate plan, ensuring that their assets are distributed according to their wishes.

Education Planning: We help parents prepare for their children's educational expenses by creating a tailored plan for their financial future.

Alternative Investments: In addition to traditional investments, we offer alternative investments such as gold and other metals through exchange-traded funds to diversify client assets when suitable.

Complimentary Portfolio Review: We offer a free portfolio review to help our clients optimize their investments and achieve their financial goals.

Why Choose Us

At Gunn Wealth Management, we believe that trust is the foundation of a successful client-advisor relationship. We prioritize our clients' interests above our own and are committed to providing unmatched client experiences. Our team of experienced professionals is dedicated to helping our clients achieve their financial objectives and secure their financial futures.

Our Values

At Gunn Wealth Management, we are guided by a set of core values that shape our approach and interactions with our clients. These values include:

• Integrity: We believe in honesty and transparency in all our dealings.
• Empathy: We care deeply about our clients and are committed to understanding their needs and concerns.
• Expertise: Our team of experienced professionals is dedicated to staying up-to-date with the latest financial trends and strategies.
• Accountability: We take responsibility for our actions and are accountable to our clients.

La Mar T. Gunn Sr. is the CEO and Chairman of Gunn Wealth Management. With over 20 years of wealth management experience, La Mar has helped countless clients achieve their financial goals. He is an author, a radio and television personality, and a sought-after speaker on personal finance and wealth management.

Why Partner with Us

At Gunn Wealth Management, we believe that our clients deserve more than just financial advice - they deserve a trusted partner and a personalized approach to achieving their financial goals. If you're looking for a values-based and customer-driven financial planning firm that puts your interests first, we invite you to partner with us.