Notable Quote

We are what we repeatedly do. Excellence, therefore, is not an act but a habit. Aristotle

Helpful Resources

Welcome to the resource center for Gem State Investment Advisors, LLC. The tools and collateral here are intended to assist in the management of your financial life. Copy and send these items to your friends and family…better yet, direct them to the site where they can read articles of interest.  If there is a helpful resource you would like to see, send a note with your suggestion to



Women and Finances: A way to take control


Worksheets and Tools:

Asset Inventory worksheet

How to Choose an Advisor


Frequently Asked Questions:



Case Studies:

The Endowment Dilemma

Single Mom,  two kids



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