GEM Wealth is a comprehensive financial planning firm specializing in risk management, wealth management, and legacy planning. We help individuals and families build clarity and confidence through life’s transitions.

Founded by Mollie Greenwood and Heather McDaniel, GEM Wealth was created to remove barriers in financial services and provide a more inclusive, empowering experience—especially for women.

Our name reflects our philosophy: like gemstones, financial legacies are built over time through resilience, intention, and care. We’re here to guide that process every step of the way.