A boutique team dedicated to helping families build tax-efficient wealth, protect their assets, and plan with confidence.
Jeff Gurman begins helping families plan for retirement and protect what they've built.
The firm is established to deliver boutique, founder-led planning with a client-first philosophy.
Jeff refines a clear, teachable approach to tax-efficient wealth that clients truly understand.
Many client relationships now span decades and multiple generations of the same family.
Jeff founded Gurman Wealth Management in 2000 to help his community with important financial, tax and estate planning decisions, and has been advising successful businesses and individuals since 1990. He works with clients from coast to coast and many of his client relationships span decades and generations.
One of Jeff's specialties is helping philanthropic clients move from success to significance. He is deeply active in his community, having served on the Board of Young Professionals Against Cancer, founded the Los Angeles Jewish Chamber of Commerce, where he served as President and Chairman for ten years, and is currently serving on a local Hillel Board of Directors.
Jake McGowan helps individuals, families, and business owners navigate important financial decisions with clarity and confidence. His focus areas include retirement planning, tax-efficient wealth strategies, risk management, and income planning.
Jake is committed to building personalized strategies rooted in each client's goals, and building long-term relationships based on trust and integrity. He takes the time to understand what matters most to each client, and works to make complex financial decisions feel clear and simple.
Tanvi Vaidya is a Paraplanner at Gurman Wealth Management, playing a central role in the design, implementation, and ongoing management of client financial plans. She partners closely with the advisor team on case strategy, data analysis, and plan optimization, ensuring clients receive thorough, well-coordinated advice and proactive service.
In addition to her planning responsibilities, Tanvi serves as a key driver of the firm's operations and technology. She oversees workflows, digital tools, and special projects that enhance efficiency and the client experience, from website and CRM improvements to AI-enabled research support, making Gurman Wealth Management more responsive, organized, and forward-looking for every client interaction.
Mack is dedicated to helping families and professionals safeguard their future through thoughtful financial strategies, delivering personalized, one-on-one attention. He focuses on designing tax-free retirement and wealth management strategies tailored to each client's unique needs and aspirations.
Guided by integrity, diligence, and a client-first philosophy, Mack builds enduring relationships grounded in trust. As a new father, he is especially passionate about empowering families to protect their loved ones and build financial security for future generations.
A conversation is the best place to start. Schedule a no-obligation consultation to see how a clear, tax-efficient plan could work for you.
Call (310) 417-9040