GMS SURGENT
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​Preferred Individual Client Services Group

GMS Surgent CPA's & Advisors prides itself on taking an active interest in providing complete planning services for our individual clients. With over 1,600 individual clients, we understand their unique needs and the services that must be provided. Whether our clients are executives at public companies, run successful family businesses or are approaching or in retirement, we can provide essential services. Our services to high net worth individual and family clients are focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift and trust tax planning. Our professionals have years of experience serving high net worth individuals and are proactive in seeking customized solutions to every engagement.

The following categories are a sampling of some of our Preferred Individual Client Services:
  • Asset-specific analysis and planning
  • Wealth protection and transfer
  • Family Tax Planning
  • Income and Estate Tax Strategies
  • Gift Tax Planning
OVERVIEW

REAL ESTATE

CONSTRUCTION

EMERGING TECHNOLOGY

LIFE SCIENCES

MFG AND DISTRIBUTION

PREFERRED INDIVIDUALS

PRIVATE EQUITY AND VC

PROFESSIONAL SERVICES FIRMS

RETAIL AND CONSUMER GOODS

TRUSTS AND ESTATES

NON-PROFIT ORGANIZATIONS

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

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P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
HOME | WHO WE ARE | WHAT WE DO | WHO WE SERVE | EMPLOYMENT | RESOURCES | CONTACT US  | CLIENT PORTAL LOGIN
237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL