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July 12, 2023 at 11:24 AM
Hightower says it has made a strategic investment in GMS Surgent, a suburban Philadelphia-based tax and advisory firm that provides high-net-worth and business clients with tax advice and advisory services.
Under the deal, GMS Surgent will become a “wholly owned tax subsidiary” of Hightower, according to a press release published by the firms.
GMS Surgent specializes in accounting, tax preparation and other tax and wealth planning capabilities. Through the new partnership, Hightower advisors will have direct access to sophisticated tax management services for their clients and their families.
In the release, Hightower Chairman and CEO Bob Oros says the firm was “thrilled” to welcome GMS Surgent into the Hightower community, noting that the collaboration enables Hightower to provide its advisors with a vetted resource to deliver comprehensive tax services to clients — all via a “seamless experience.”
Oros adds that delivering holistic wealth services is the firm’s foremost mission, “and this alliance empowers advisors to focus on their core services and strengthen relationships with clients.”
GMS Surgent is led by managing partners Brian Gallagher, Jack Surgent and Lauren Adamski. The firm was established in 1992 and has a team of 30 employees.
“As we work closely with Hightower, we are excited to have the opportunity to enhance the client experience with our knowledge of tax planning and business consulting,” Gallagher says.
