GEM Wealth empowers individuals from diverse backgrounds, including professionals, entrepreneurs, and CEOs of the household, to make informed financial decisions. We offer an engaging and educational approach to help clients achieve their goals, providing emotional support during life's challenges and market fluctuations. Our network includes female advisors, CPAs, and attorneys for comprehensive guidance.
Why GEM?
We identified a gap in financial services for women, who seek education, emotional support, and female-driven planning to build wealth and leave a legacy. GEM Wealth symbolizes timeless growth, akin to gemstones known for attracting prosperity.
Our Values
💎 Authentic: Transparent and genuine engagement
💎 Compassionate: Supportive educators and advisors
💎 Harmonious: Collaborative goal alignment
💎 Service to Others: Assistance during challenging times and community education
💎 Reputation: Loyal and client-focused dedication
Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [[DBA NAME] is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
AGE 7907771.1 (4/29)
Company Details
- Employees
- 3
- Founded
- -
- Address
- 15305 Dallas Pkwy 12th Floor,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.gemwealth.com
- Keywords
- Addison.
- HQ
- Addison, TX
Gem Wealth Questions
Gem Wealth's website is http://www.gemwealth.com
Gem Wealth's LinkedIn profile is https://www.linkedin.com/company/gemwealth
Gem Wealth has
3 employees.
View email and phone details for 3
employees at Gem Wealth.
Gem Wealth's industry is
Financial Services
Gem Wealth's top competitors are
Financial Cycles Weekly,
Innovacreate,
Crunchbot Ai, Inc. - Acquired By Qlik,
Charthacks,
Lineologyweb,
The Mb Group, Llc,
Gem Wealth Advisory,
Dallasmeetup,
Equitable Advisors,
Women's Finance Exchange - Dallas Chapter.
Gem Wealth's categories are Financial Services
Gem Wealth's founding year is 2023
