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Charles Scarallo, one of GMAG’s private wealth advisors, recently attended the second annual Forbes/SHOOK Top Advisor Summit in Las Vegas, Nevada. This important conference gathers advisors and other industry leaders who are focused on client impact, providing high-level financial insight, and discussing the future of wealth management.

Charles was able to participate in discussions surrounding investing opportunities, intergenerational wealth planning, health and longevity, impact investing, strategic planning for practice management, and the current political landscape.

“I was able to benefit from discussions covering a wide range of advanced level topics and brought back to GMAG an expanded understanding of today’s fastest growing practice areas,” Scarallo said.

GMAG continues to invest in the individual growth of our employees and is committed to developing a team that possesses the skills and knowledge required to adapt to changing market dynamics and client needs.