GM Advisory Group

As we officially rebrand to become part of Wealthspire Advisors, we couldn’t be more excited for the future and all the ways we can continue to better serve you. Make sure to follow Wealthspire Advisors to keep up with our latest updates and news!

Frank Marzano and GMAG have once again earned a spot on Barron’s Top 1200 Financial Advisors list. This year, GMAG was ranked #12 in New York State. It is a great honor to be included on this list of the industry’s top financial advisors, and we believe the recognition is a testament to our team’s hard work and dedication to serving client needs. We want to thank our clients, for the trust you place in our team every single day. Since 2004, GMAG's mission was always to provide exceptional wealth management and financial services to successful individuals and families. Now, 20 years later, by joining Wealthspire, we have extended this vision to further benefit our clients. This partnership empowers us to offer expanded resources and enhanced expertise, enriching our overall client experience. We look forward to this new chapter ahead. Rankings and/or recognition by 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. GMAG has paid a fee to Barron’s to receive expanded profile features, such as profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2024 Barron's Top 1,200 Financial Advisors data is based upon values as of 9/30/2023. This ranking was published on 03/15/2024.

What a week! The GMAG team was back at The American Express PGA Golf tournament in Palms Springs. This tournament continues to generate millions of dollars for nonprofit organizations dedicated to supporting Coachella Valley residents since 1960. Frank Marzano is also Chairman of the Impact Through Golf Foundation, a charity that strives to provide funding to organizations that support health and wellness, youth sports, families, education, and homelessness. In partnership with AMEX, he presented $1,000,000 to sixteen Coachella Valley charities in California. #goodworks #teamgmag #theamericanexpress

As the holiday season swings around, we wanted to drop you a quick note to say thank you for being such incredible clients. Your support and partnership mean the world to us, and we look forward to great things in the coming year. We wish you a festive holiday season filled with laughter, love, and all the things that bring you happiness. To a 2024 filled with growth and prosperity, cheers!

We wish to extend our heartfelt appreciation to you, our valued friends and clients, for entrusting us with the privilege of serving you. As Thanksgiving approaches, may your celebrations be filled with joy and shared moments of happiness. #thankyou #gmagfamily

The GMAG and Wealthspire team joined Techonomy, a prominent technology event that is positioned to be a wealth of knowledge and insights into Artificial Intelligence and other cutting-edge developments. Artificial Intelligence (AI) is transforming industries, redefining processes, and unlocking unprecedented possibilities. Our team is eager to attend sessions, workshops, and engage with experts to deepen our understanding of how AI can shape the future of our business. Stay tuned for more.

Artificial Intelligence is transforming industries, redefining processes, and unlocking unprecedented possibilities. To learn more, please read AI: The Silent Partner in Family Office Wealth Management, written by one of our Private Wealth Advisors, Charles Scarallo published in Worth Magazine.  https://lnkd.in/ef-MbCpM

Better Together @wealthspireadvisors

The American Express PGA Golf tournament continues to generate millions of dollars for nonprofit organizations dedicated to supporting Coachella Valley residents since 1960. Frank Marzano, also Chairman of the Impact Through Golf Foundation, a charity that strives to provide funding to organizations that support health and wellness, youth sports, families, education, and homelessness. In partnership with AMEX, he presented $1,000,000 to sixteen Coachella Valley charities at the La Quinta Country Club in California. https://lnkd.in/dQF7pech

We always proud to support @smilefarms and their mission to create meaningful work for people with disabilities. #goodworks