Retirement Planning

We offer innovative investment strategies designed with you in mind and tailored to your specific needs. We specialize in helping retirees rollover their old 401k plans.

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Tax Planning

A well thought out estate plan is an important element of your overall wealth management strategy, allowing you to provide for your loved ones for years to come.

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Education Planning

We all want our children to have excellent options for advanced education. Your decision to prepare today, for your children’s future will provide a tremendous benefit towards your legacy.

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About

La Mar T. Gunn Sr. is an author, and the CEO and Chairman of Gunn Wealth Management. As a leading financial advisory and life planning firm, Gunn Wealth Management’s mission is to be an indispensable wealth management resource to its clients. At Gunn Wealth Management, we design sophisticated strategies to help our clients create, enjoy, and protect wealth. Gunn Wealth Management is an independent wealth advisory firm domiciled in Delaware.

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Alternative Investments 

In addition to traditional investments such as stocks, bonds, and mutual funds, we offer alternative investments like gold and other metals through exchange traded funds to diversify client assets when suitable.

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Values-Based Solutions

At Gunn Wealth Management, we believe that everyone, rich or not so rich, deserves great financial advice and planning services. By partnering with Gunn Wealth Management, you will view your investments with much more confidence. You will also sleep easier at night, knowing that your advisor puts YOUR INTERESTS FIRST and is committed to providing you with unmatched client experiences.

Complimentary Portfolio Review

 

 

Current Events

At Gunn Wealth Management we believe that everyone, rich or not so rich, deserves great financial advice and planning services. By partnering with Gunn Wealth Management, you will view your investments with much more confidence. You will also sleep easier at night knowing that your advisor puts YOUR INTERESTS FIRST and is committed to providing you with an unmatched client experience.

Complimentary Portfolio Review