Who We Are
We are passionate about delivering insightful advice and personalized solutions to help you meet your financial goals. PlanWell Wealth & Risk Management is here to help you with your retirement, insurance and financial needs. We are licensed financial services professionals offering protection products, retirement planning, and wealth management. Let us help you achieve the financial security you deserve.
Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest rates, and stock market swings can be unsettling. One thing we can be certain of is that the future will come, whether we are financially ready or not.
Our Financial Advisors and Financial Planners can help you prepare and achieve your financial goals as well as give you the guidance to:
- Help minimize taxes
- Save for retirement
- Decide how to invest
- Help you develop strategies to manage your debt
- Offer custom-designed programs to try to achieve your special goals…buying a home orcondo, retiring early, financing your child’s education and more
As a client, you and your Advisor will develop a confidential relationship where your objectives will be identified and a plan can be made. There is no time to put off planning. The time is now! Creating a plan will help you to know where you want to be and how you’re going to get there.
Together with you, our team will focus on financial strategies that will help make your dreams become a reality. Isn’t now the right time to start planning for your life?
Managing Partner of PlanWell Wealth and Risk Management E. Matt Gilliam
We are committed to the communities where we work and live. Our involvement through charitable organizations and meaningful civic events is deeply important to us. The time and resources we invest in our community are additional reasons we've earned the trust of so many people in the Capital District, Mohawk, Hudson, and Champlain Valley regions.