Private Wealth Advisor, GM Advisory Group
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.
I enjoy helping my clients achieve their goals of protecting their wealth, and passing their legacies to the next generation.
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.
Charles is a member of both the New York State Society of CPAs and the American Institute of CPAs. In his spare time, he enjoys spending time with his family, golfing, and playing guitar.
400 Broadhollow Road
Melville, NY 11747