The Firm

Our Firm

GATA Wealth Management is a full-service wealth management firm dedicated to helping our clients build their wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Our independence has allowed us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Our Qualifications

GATA Wealth Management offers clients an impressive depth of expertise in investment planning, insurance, and estate planning. Now in our fourth year of business, we have provided comprehensive financial advice to many investors.

GATA Wealth Management advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combination of education and experience position us to offer broad-based financial advice our clients can trust.