Gem Asset Management
GEM Asset Management is an independent, fee-only registered investment advisor based in Plymouth, Michigan. We guide individuals, families, and institutions through building financial plans and investment strategies that adapt to life's changes. We start with the plan, then build with resources. Your life doesn't fit into a spreadsheet, and neither should your financial plan. We begin by listening and understanding what matters most to you and your family. Then we use disciplined investment management to support your plan, not the other way around. As a fee-only fiduciary, every recommendation we make is guided solely by our clients' interests. We're never paid commissions on products, which eliminates conflicts and allows us to provide objective, transparent advice. We serve wealth builders focused on career growth, business owners navigating retirement transitions, multi-generational families planning for legacy, and foundations seeking fiduciary guidance. Our purpose goes beyond financial results. We aim to leave a lasting positive impact, helping clients align their wealth with their goals, values, and vision for the future.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
25
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- AK
Adele Kemp
Director of Client Experience · Customer/Client Service
EmailPhone - SR
Steven Renaldi
Financial Advisor · Finance & Accounting
EmailPhone - TS
Tim Story
Partner · General Business & Management
EmailPhone - BH
Bradley Hoekstra
Associate Advisor · Finance & Accounting
EmailPhone - DL
David L.
Certified Financial Plannertm · Finance & Accounting
EmailPhone - DL
David Lindley
Certified Financial Plannertm · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Gem Asset Management
7 distinct titles indexed · top 7 shown.
- 2certified financial plannertm
- 2financial advisor
- 1associate advisor
- 1chief executive officer
- 1director of client experience
- 1investment banker
- 1partner
Sign up to unlock all 9 contacts at Gem Asset Management
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Sign up to reveal 9 verified contacts at Gem Asset Management
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