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GMAG has been named the winner of the 2022 Private Asset Management (PAM) Awards in the category of Best Estate Planning Advisory Service.

The PAM Awards recognize the achievements of wealth advisors in the private wealth management industry for driving up service standards and innovation across the financial services sector.

Thank you to our dedicated Wealth Strategies Division, which is made up of credentialed, experienced professionals who are hyper-focused on the fundamentals and complexities of estate planning.

Our estate planning process is customized based on each client’s circumstance. We obtain a clear understanding of what our clients are trying to accomplish in transferring their wealth. We coordinate with chosen legal counsel to provide recommendations to protect our client’s family path. We actively monitor our clients’ financial circumstances and objectives while considering the evolving tax landscape to proactively identify opportunities to enhance their estate plan.

Reviewing and summarizing existing estate planning documents is an important component of this process. Our proprietary GMAG Estate Plan Summary Report helps our clients work through the details and intricacies of estate planning by breaking the information down in a simple, digestible format that allows our clients to understand the impact of their decisions.

More information regarding the awards is available here.

Disclosures: Rankings and/or recognition by With Intelligence (Private Asset Management Awards) and/or publications should not be construed by a client or prospect as a recommendation or 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. Winners chosen by the Private Asset Management Awards (“PAM”) base their selection exclusively upon inputs submitted by the recognized adviser, and are not independently verified. Selection for each category must meet specific criteria provided by With Intelligence where advisers demonstrate and/or evidence services. GMAG has not paid a fee for placement on rankings and/or recognition list, and is not affiliated with With Intelligence. This ranking was published on 2/17/2022.