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Cara Soviero & Taylor Stathis attended the Barron’s Top Advisory Team Summit in Las Vegas, Nevada.  The invitation-only conference was hosted by Barron’s to promote the best practices and generate new ideas in the wealth management industry.


GMAG joined other top firms across the nation to discuss crucial topics which included workforce dynamics and service innovations that are transforming the client experience.  This year, the conference’s agenda was focused around the importance of technology.


GMAG always strives to better our client experience and we have made major commitments and investments in technology to better serve our clients. 


Barron’s rankings are based on data provided by advisors. Factors included in the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t a component. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

GMAG is a paid sponsor of the Barron’s in Education Program. Barron’s offers ranked advisors, like GMAG a profile on its website. For a fee ranked advisors can add their photo and contact information, to the Barron’s profile. GMAG has paid such a fee.