GMAG Client Relationship Managers
Team Approach, One Point of Contact
Our service platform begins with every GM Advisory Group client being assigned a dedicated Client Relationship Manager (CRM). In this role, the CRM is responsible for managing the overall experience at GMAG, coordinate all services rendered to the client, and ensuring that each client is extended the full level of service suitable to their needs from our thoughtfully developed wealth management platform.
The CRMs are supported by team members from across the organization in their effort to provide you with the optimal GMAG experience. It is their responsibility to customize our service offerings to each individual’s preference so that your personal Private Wealth Advisors, Wealth Strategists, Portfolio Managers, and other members of our infrastructure, are in an optimal position to meet your goals and objectives.