Charles joined GM Advisory Group in 2016 and brings to the firm over a decade of experience in advising clients on income and estate taxes. Charles works closely with the Investment Team and Client Relationship Managers to execute holistic financial plans for our clients, designing creative strategies for wealth accumulation and tax-efficient wealth transfers.
Charles delights in helping his clients achieve their goals of protecting their wealth, and passing their legacies to the next generation. His colleagues and clients rely on him to go above and beyond the traditional wealth management scope, providing insights into the full scope of their financial situations.
Prior to joining GMAG, Charles worked in a boutique public accounting firm as a Tax Manager specializing in taxation for high-net-worth individuals, including family office clients, corporate executives, and business owners. He oversaw clients’ income and estate tax planning and compliance.