We advise, but first we listen

We craft wealth strategies that serve our clients’ life needs

Our mission is peace of mind for our clients through personalized and integrated wealth management. It is what guides GM Advisory Group every day as we set out to treat every client in our community like family, building an exceptional experience that surpasses typical expectations for a financial advisor. 

WHO WE ARECONTACT

We designed the scope of our services with our mission squarely in mind. Our capabilities are comprehensive and encompass the full spectrum of financial need, including investment planning, retirement, taxes, estates, cash flow, insurance, philanthropy, debt management, or education funding. They are also customizable to client need and, most importantly, a dedicated team of professionals is always on hand to help our clients find the exact fit for their financial and personal goals.

SCOPE OF SERVICES

Wealth Management

We collaborate with your advisors–accountants, attorneys, insurance agents and carriers, other asset managers, and bankers–and integrate these relationships into a coordinated, unified team that will seamlessly service all your wealth management needs.

Family Governance and Education

We use our experience in building family offices to create a trusted, long-term, customized advisory team for your family. This team will engage deeply with younger generations to ensure they develop the ability to become good long-term stewards of the family’s assets.

Investment Management

We deliver customized asset management solutions focused on achieving your family’s goals. As an independent advisor, we are not beholden to an affiliation with any wirehouse or broker-dealer and their largely conflicted offering of proprietary products. Our status as investment fiduciaries guides us to select investments based solely on your best interests.

Banking and Credit Facilities

Through strong relationships with the world’s safest and most service-oriented banks, we can manage all banking needs to help your family members manage their cash flow and liquidity requirements.

Generational and Estate Planning

We review and efficiently summarize your existing estate planning structure, including trusts, entities, and other structures. We actively manage your plan and coordinate with your attorneys, in light of your evolving objectives, and legal requirements to identify opportunities for enhancement or simplification.

Tax Planning

We coordinate the document gathering, tax planning, and return preparation process with your accountant. Our goal is to take advantage of all strategies to mitigate your tax liability. Our investment recommendations consider tax consequences, optimum location of assets, and tax harvesting strategies as appropriate.

Risk Management

We review and monitor your insurance needs and existing coverages. Positioning you to have the proper protection in place for property and casualty, disability, and life insurance is of paramount importance to us.

Bookkeeping Bill Payment

We offer a full suite of bookkeeping services such as vendor management, receipt and disbursement tracking, and monthly net worth and cash flow reporting. We work with you to analyze income and expenses to help better manage your family’s spending by preparing personalized budgets and variance analysis.

Charitable Giving

Many families are committed to promoting the welfare of others. We work to help create a plan to maximize the effectiveness and meaning of your philanthropic endeavors.

Our core values drive our culture

We measure each decision against these four standards

Responsible Relationships

We treat our clients the way we want to be treated. We uphold the pillars of a strong relationship: we actively listen, ask the right questions, offer trusted advice, communicate with transparency, and consistently show up personally and professionally.  

Service Innovation

To deliver the highest level of personalized service, we continually deepen our understanding of what works best for our clients. We strive to exceed what anyone might expect of a leading wealth management firm by investing in technology and seeking out new ways to improve the client experience.

Collective Intelligence

We actively promote the expansion of our knowledge, recognizing that investing in the professional growth of our team members provides value to our clients. We continually seek out new ways to build our in-house capabilities and our integrated network of professionals in service to the goal of seamlessly tailored financial planning and advice.

Performance Accountability

We bring innovative thinking to our disciplined investing framework and all of our services in order to pursue the specific goals that we define with each client. By prioritizing results, our approach aims to promote client confidence through unpredictable markets and support their goals of creating and preserving wealth for future generations.

“We have dedicated ourselves to bringing high quality investment solutions and resources to our clients. After spending our careers in large financial institutions, GMAG’s leadership team applies a level of rigor and experience to the important and unique business of making your wealth work for you.”

 

– Stephen Raneri, Chief Investment Officer