Integrated Wealth Management Solutions

Transcription

1 Integrated Wealth Management Solutions GM Advisory Group

2 GM Advisory Group, Inc. was formed over half a century ago to provide highly personalized tax, accounting and estate planning services to businesses and high net worth individuals. As the years unfolded, our clients turned to us more and more for integrated financial and wealth management solutions. Today we serve a select group of clients throughout the United States, creating and implementing wealth management plans that also include preparing for retirement, optimizing tax efficiencies, working with executive compensation strategies and providing a legacy for heirs among many other things. We understand that customized plans designed around the unique needs of our clients and life-long advisory relationships are essential to helping our clients reach their financial goals. Our direct, take-charge approach to wealth management is enhanced by our passionate and attentive style. We believe we earn client trust by reviewing every single aspect and every detail that could possibly impact the future of our clients. And our efforts have not gone unnoticed, as we have been recognized by many leading industry publications as one of the top financial advisory firms in the country. We invite you to learn more about GM Advisory Group, and hope you will let us show you how a collaborative approach and a full-service dedicated advisory and investment services team might help you meet your financial goals. Sincerely, Frank Marzano, CPA, CFP, CIMA Managing Principal Barron s rated us as one of the country s top advisory firms. They also listed us as the third-ranked independent advisor in New York State. February 9, 2009 issue

3 Wealth Manager magazine ranked GM Advisory Group 13th in New York State and 183rd in the U.S. in their Annual Top Wealth Managers issue. July/August 2009 Empathy. Action. Choosing a wealth manager can be confusing at best, and overwhelming at times. In the search for a trusted wealth advisor, many people feel forced to make a choice between: a wealth manager who expresses true empathy and care, OR a wealth manager who works with passion and initiative on their behalf, scanning the market for investing and planning opportuties and making active decisions for their futures. The two approaches of empathy truly caring about a person deeply and showing it, and action working proactively with passion to ensure the best decisions are being made, are hard to find collaboratively. At GM Advisory Group, we ve spent years developing a process that gives our clients both empathy and support, coupled with a direct, take-charge, action-oriented approach to planning for the future. We understand that customized plans and life-long advisory relationships are essential to helping our clients reach their financial goals.

4 A well-rounded approach. As our firm has grown with our clients, we have realized that they require a uniquely integrated perspective to assist them in achieving their personal and financial goals. Truly a visionary company, GM Advisory Group offers clients a unique collaborative approach which is detailoriented and attentive to the specific needs of each of our clients. We understand that in each phase of your life, there are options and choices that need to be made. The intricacy of balancing many advisors, accountants, attorneys and financial planners is a complex challenge. GM Advisory Group specializes in helping you manage your financial assets to meet your current and future needs with a highly personalized and integrated approach to financial and tax planning. Our unique approach brings together CFPs, CFAs and CPAs, who give you the advice needed to streamline the planning process and better ensure you reach your financial objectives. Registered Rep. magazine ranked GM Adviso independent advisors in America. August 2007 is

5 ry Group in its top 100 sue A focus on capital preservation. Managing a client s financial assets requires exceptional sensitivity in understanding highly personal goals and long-term financial requirements. Formulating a plan that delivers on those goals is the first step. Helping you stay the course, while knowing when to shift investments, modify a strategy for tax purposes, or respond to changes in your life or new financial needs is the hallmark of our planning process. Our approach is customized for each client, and our expertise is in investment strategies with a focus on capital preservation while actively seeking opportunities for growth. We are constantly evaluating macro factors (pending legislation, economic factors and important events on the world stage) to assess the impact on our clients financial plans. Knowing that you, and every client, are completely covered for every exigency is the foundation of a GM Advisory Group financial plan.

6 Working hard to gain your trust. Through years of experience, we have recognized that clients begin a relationship with us at one particular stage in their lives and careers, then count on us to anticipate the changes in their planning needs as their personal and professional situations evolve. We begin with an assessment of your personal, business and family goals, then map out how we will help you reach them. Regularly, we meet with you to review your plan and portfolio performance against your goals, and determine how changes in your life might affect your future financial decisions. Knowing when to revise your plan ensures that as your life and the investment environment change, our road map reflects those changes and keeps you on course with your financial goals. We believe we earn client trust by reviewing every single aspect and every detail that could possibly impact the future of our clients. And we focus on proactively communicating each step in the process. It is a partnership process, and there are no surprises. We encourage you to ask questions and seek clarification. We realize the significance of our decisions, and that you will want to know what s happening and why. Financial Advisor Magazine r country s top registered inves

7 Confident investing. You, like most of us, want to feel confident about the decisions being made for you and your family. What happens at GM Advisory Group to instill this confidence? Open communication and access we re available to answer any questions you may have Small company feel with big company investment expertise we offer the best of both worlds Service tailored around the needs of clients each member of our staff is capable of responding to your inquiries Covering every base looking at the individual securities in the portfolio and scanning the markets to stay aware and knowledgeable about anything that might impact your dreams Thorough, diligent reviews on an ongoing and regular basis A personal interest in you, your family and what you care about Our approach instills a sense of confidence in clients through the combination of personally knowing what matters, and a proactive, takecharge method of managing their financial situation in its entirety. ated GM Advisory Group as one of the tment advisors in its 2009 annual ranking.

8 What s truly different about GM Advisory Group? A direct, takeaction approach, coupled with collaborative and passionate care that allows clients the freedom to focus on other things in their lives besides their financial concerns. GM Advisory Group, Inc. 30 Main Street Port Washington, NY Tel: (516) Fax: (516)