We are pleased to announce a new chapter in our journey. We have become part of Waverly Advisors effective March 21, 2025.
To help take our organization to the next level by expanding on the breadth of services we provide, we sought a firm that shares our values, and we found that in Waverly. At the core of both Waverly and GGM Wealth Advisors is a shared dedication to advocating for you, our valued client. Our mission will continue to be deeply rooted in making a meaningful impact on your life through thoughtful financial planning, portfolio management, and fiduciary advice. More than just managing wealth, we are here to cultivate enduring and robust relationships with you, understanding that your financial journey is a personal and ongoing endeavor. We will continue to operate with integrity, independence, personalization, and transparency, and look forward to continuing to serve you for many years to come.
"At Waverly, we believe that good things grow. Our vision is to build a world-class, cohesive, integrated firm driven by our culture. Serving our clients and the communities we operate in with integrity, grace, and empathy is at the core of what we do at Waverly. This strongly aligns with what we see with GGM Wealth Advisors, so joining together makes perfect sense. We are thrilled to welcome the entire GGM team to Waverly as we continue to grow."
"Waverly’s steadfast commitment to its clients aligns completely with our values. Partnering with Waverly provides us with a more robust infrastructure and enhanced resources, allowing us to better serve our clients."
"Our experience with Waverly has been outstanding, and we’re excited to bring this same level of service to our clients. This is an organization that combines operational excellence with an exceptional culture. It’s rare to find such perfect alignment and we are thrilled to join the team."
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