Gem Wealth Planning Group

93 N Main St

Wellsville, NY 14895

Call or text (585) 593-3141

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Words of Wisdom

"Compound interest is the eighth wonder of the world.  He who understands it, earns it...he who doesn't...pays it."

- Albert Einstein

<strong>Welcome to the family!</strong>

Welcome to the family!

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

<strong>Your goals are our goals.</strong>

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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