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Gunn Wealth Management Gunn Wealth Management
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Business Details
28 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management
Gunn Wealth Management is a values-based financial advisory firm dedicated to helping clients achieve financial freedom through personalized wealth management strategies. With over two decades of experience, we specialize in designing client-focused investment solutions tailored to individual goals, whether clients are saving for retirement, planning for estate distribution, or seeking to protect their assets. Our proprietary approach has demonstrated consistent performance across diverse market conditions, emphasizing transparency, trust, and putting clients' interests first. We serve a diverse clientele, including high-net-worth individuals, retirees, and college savers, while maintaining a commitment to community engagement and financial education.

Our team combines expertise in retirement planning, tax strategies, and alternative investments to create comprehensive plans aligned with clients' aspirations. As a Delaware-registered investment advisor, we collaborate with TD Ameritrade to ensure secure asset custody while delivering personalized service. Our mission is to be an indispensable resource for clients navigating financial decisions, fostering confidence through education and ethical practices.
Services
Investment Management Retirement Planning Estate Planning Gift Planning Long Term Care Tax Planning Education Planning Alternative Investments Wealth Management Financial Planning
Details
  • Year established: 1998
Highlights and features
  • We offer 20+ years of experience in personalized wealth management strategies.
  • Our proprietary investment approach has performed well in all market environments.
  • We specialize in retirement planning for individuals within 5 years of retirement.
  • We provide values-based financial advice aligned with clients' ethical priorities.
  • Our complimentary portfolio review offers actionable insights without obligation.
Associations and certifications
  • FINRA
Update Listing
Services
Investment Management
Our investment management services create customized portfolios using a proprietary research model to identify quality investments. We focus on aligning strategies with clients' financial goals, risk tolerance, and values. With expertise in traditional and alternative investments, we help individuals and institutions grow and protect wealth across market cycles.
Retirement Planning
Specializing in retirement strategies, we help clients prepare for sustainable income streams and long-term financial independence. Our approach considers life expectancy, healthcare costs, and lifestyle goals to create plans that ensure retirement security while minimizing tax liabilities and market risks.
Estate Planning
We coordinate estate planning strategies to preserve wealth for future generations. Our services include beneficiary designation guidance, will and trust integration, and tax-efficient distribution planning to ensure your legacy aligns with personal values and family needs.
Gift Planning
Our planned giving strategies help clients support charitable causes while optimizing tax benefits. We facilitate various giving vehicles, including charitable gift annuities and endowed funds, that balance philanthropic goals with financial planning objectives.
Long Term Care
We develop long-term care strategies to protect assets against rising healthcare costs. Our solutions combine insurance products and investment strategies to maintain financial security while ensuring access to quality care options during retirement years.
People
La Mar T. Gunn Sr.
CEO & Founder
With over 20 years in wealth management, La Mar T. Gunn Sr. specializes in financial planning for high-net-worth clients. A Certified Fundraising Executive and FINRA-registered advisor, he focuses on retirement strategies, estate planning, and values-based investing while maintaining active community involvement.
Questions
What services does Gunn Wealth Management offer?
We provide investment management, retirement planning, estate planning, gift planning, long-term care strategies, tax planning, and education planning tailored to individual financial goals.
How do you work with clients nearing retirement?
We specialize in retirement planning for clients within 5 years of retirement, offering personalized strategies to ensure financial security and peace during retirement.
Can I invest in precious metals through my retirement account?
Yes, we offer alternative investments like gold and silver through IRAs as a diversification strategy and hedge against inflation for qualified clients.
What makes your firm different from other financial advisors?
Our values-based approach prioritizes client interests first, combining proprietary research models with personalized service and a commitment to financial education.
Do you offer a free initial consultation?
Yes, we provide a complimentary portfolio review and financial check-up to help clients understand their current financial position and potential strategies.
Reviews (2)
Keisha Benson
Oct 18, 2019 Report
June 1, 2018 can't say enough about how great Mr. L. Gunn is. He has very open communication. With all the hurdles thrown his/our way (and me being a nervous wreck) he remained calm and professional. I look forward to working with him. I really couldn't have asked for a better management team.
Update May 22, 2019:
I have been in one of their properties for a year come June 1st. Leydi is the property manager I work with for any issues whether it be personal or with the house. She is very understanding given you communicate with her. Any issues that arise she has someone over immediately. If you
Central Delaware Naacp Branch
Dec 16, 2017 Report
Matt Andrews is a fake profile. La Mar is not against the LGBT community. He only thinks guys who drive drunk and think they shouldn't be punished are bad people. Not to mention when they work for the current Lt. Gov.