We have a genuine passion for helping women take charge of their futures to be economically independent. We invest with purpose. Our focus is on providing access to education, financial advice and tax mitigation strategies to help women achieve their specific goals. We listen before we talk. As we strive to meet our client's needs, we are mindful that life doesn't move in a straight line so we strive to provide flexible advice and portfolios that have the ability to change when change happens.
Stephanie is co-founder and managing partner of GM Wealth Group, responsible for guiding the firm’s investment strategy, research and strategic development. With more than a decade of experience in the financial industry, she is uniquely positioned to oversee a variety of initiatives for GM Wealth Group. Specializing in investment strategy, portfolio construction, risk management, and corporate and private retirement plans, Stephanie leverages her extensive experience and professional qualifications to implement highly customized portfolios for her clients. As a chartered retirement planning counselor (CRPC)®, she also employs a unique focus on the retirement space.
THREE THINGS ABOUT ME
I love travel!
I love collecting wines from all over the world.
I am inspired by architecture and interior design.
Chartered Retirement Planning Counselor (CRPC®
Series 7,66, Life, Health, LTC
Investment advisory services provided by NewEdge Advisors, LLC doing business as GM Wealth Group, LLC as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
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