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Partnering – Planning – Prospering

Welcome to Gamma Wealth Partners (GWP), a firm of Northwestern Mutual that offers both fee-based and non-fee based planning. We believe financial freedom is a journey that requires precision and excellence, just like the craftmanship of a timepiece.

 

GAMMA IMPACT

Managing investments alone is not enough.

At GWP, we prioritize planning alpha over investment alpha. While investment performance is important, it is just one aspect of the bigger picture. We aim to enhance your future income and balance sheet growth through Gamma, which is the additional return you can achieve by making better financial decisions. By helping to minimize risk exposure and working to maximize returns, Gamma can increase your financial security and help provide you with peace of mind.

Our team creates a comprehensive financial plan that is crafted with precision and tailored to your specific needs. We accomplish this by creating synergy amongst savings, investment strategies, risk management, legacy planning, and tax-efficient strategies to execute a plan that is both elegant and effective.

Like climbing Mount Everest, it's not just about getting up the mountain but also safely navigating the descent. We're here to help you plan the ascent to retirement and through retirement and for generations to come.

Let us help you create a financial plan that is both timeless and powerful, so you can achieve the financial freedom you deserve.

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NO INVESTMENT STRATEGY CAN GUARANTEE A PROFIT OR PROTECT AGAINST A LOSS.

Our Approach

With over 25 years of financial planning our fee-based planning firm is committed to building long-term success for our clients.  When our founders, James, and Kelly, couldn't find a team that met their high standards, they built their own. Now, we serve families across the US who want the same level of exceptional service and expertise.

For our fee-based planning and investment advisory clients, we act as fiduciaries, prioritizing your interests. We'll take the time to understand your unique circumstances and develop a personalized financial plan that fits your needs. If it makes sense for you, we'll go beyond planning to help you find the best solutions for insurance, brokerage, or advisory platforms to put your plan into action.

 

Our Clients

Our team of experts is dedicated to helping you achieve your financial goals and create the life you've always dreamed of.

Whether you're retiring early, dealing with student loans, contemplating practice ownership, or ready to sell your business, we are here to guide you every step of the way.

Learn more about who we serve

Testimonials

"I was planning to meet with several advisors, but after I met Kelly, I knew I didn't have to explore further! I wasn't sure where to start to reach my long-term goals, but Kelly provided a manageable plan and several options that would get me where I wanted. He is the guide that I can count on!"

KANDYCE KANESHIRO




"James and his team have continued to be the resource I can count on in a highly personal space. Through ongoing communication and relationship building, our relationship has evolved from solving a particular need to focusing on big-picture thinking alongside the details to support each step. There are many questions about future planning, how income or paychecks work during retirement and how all the buckets work together. James's unique intellect to know when and where to act and his straightforward approach gives me comfort and confidence in the future."

DEREK TISDEL




"While all my interactions have been virtual, it's never been a barrier to creating a personable relationship with James. As a sounding board for evaluating opportunities and providing direction, he has provided peace of mind, confirmation, and confidence. If you're not confident in  the future of your finances or have questions about where you will be in 20-30 years, the team can provide the clarity you need to get to where you want to be!"

KEVIN RUFFATTO

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Team

Our Team

Our fee-based planning firm has been dedicated to securing long-term success for our clients for more than 25 years. Our founders, James and Kelly, couldn't find a team that met their rigorous standards, so they established their own. As a result, we now offer our exceptional service and expertise to families across the United States who are seeking the same level of quality.  

Meet Our Team

We're passionate about partnering for prosperity.