Farther’s Post

Savvy Advisors Adds Three New Principal Wealth Managers - https://lnkd.in/gx4P9_ar Follow #citybiz on LinkedIn - https://lnkd.in/eBgXKiz8 Savvy Wealth, GinaRose Galli, Aaron Wiegman, CFP®, Arynton Hardy, AIF®, Dustin Parsons, AAMS™ #financialservices #principal #wealthmanagers

It is with great honor to share that our Everest Capital Private Wealth Management Team of Wells Fargo Advisors was recently named by Forbes to the 2023 America's Top Wealth Management Teams High Net Worth list. There were among 9,000+ team nominations across the United States among all firms. Just 100 teams were named. The Everest Capital Team came in listed at #33. We could not receive such recognition without the tireless help of our entire team nor our trusted and loyal clients. Thank you! "The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10MM, though may have accounts with higher amounts."

🗞️ RISR has announced its partnership with Citadel Wealth Management, a division of Citadel Credit Union. The collaboration aims to provide Citadel’s advisors with a more robust toolkit for supporting business owners, enabling them to offer more personalized advice and a comprehensive view of their financial situations. By adopting RISR’s platform, Citadel builds on its 85-year legacy of delivering financial solutions that build financial strength and foster community growth. This partnership reaffirms Citadel’s commitment to equipping its advisors with the resources they need to better serve business owners who help to foster economic development in the region. To support these types of partnerships and fuel its continued growth, RISR has also announced the appointments of Brandon Tolle as chief technology officer and Dan Wilson as head of sales. With these new additions, RISR will accelerate the development and distribution of advanced technological solutions that address the evolving needs of modern financial advisors and their business owner clients. “What makes Dan and Brandon special is their alignment with our values. We are focused on empowering the business owner’s most trusted advisor, and these new hires will help advance this goal. We have a high talent bar, and we are confident that Brandon and Dan will go above and beyond for our team and more importantly, for partners like Citadel and the advisors we serve.” - Jason Early, founder and chief executive officer #news #partnership #wealthmanagement #businessowners https://lnkd.in/gvEa66fn

How Atlanta wealth managers are navigating changes to their industry

It is with great honor to share that our Everest Capital Private Wealth Management Team of Wells Fargo Advisors was recently named by Forbes to the 2023 America's Top Wealth Management Teams High Net Worth list. There were among 9,000+ team nominations across the United States among all firms. Just 100 teams were named. The Everest Capital Team came in listed at #33. We could not receive such recognition without the tireless help of our entire team nor our trusted and loyal clients. Thank you! "The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10MM, though may have accounts with higher amounts."

US wealth management: Amid market turbulence, an industry converges The approaching end of a decade-long run of growth fueled by market performance and net interest income, though somewhat expected, will be a rude awakening for US wealth managers. Over the past ten y…

Grappling with shifts in the macro environment is already a stiff challenge for US wealth managers, but another long-brewing trend is close to becoming a permanent feature of the industry landscape. The industry has long been organized along distinct lines in terms of delivery models and client segments. This structure has been gradually loosening, as wealth delivery models of all kinds expand beyond their old borders, shaking off traditional limitations on what services they offer clients and advisers and which clients and advisers they serve.

"We are continuously humbled, honored, and grateful for the trust our clients place in us," said Rick Poligala, spokesperson for Genesis Wealth Management, LLC. Management. "This milestone is a testament to the hard work and dedication of our entire team, who strive every day to deliver comprehensive financial planning and wealth management services." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Please help me in congratulating The SVS Wealth Management Team for being recognized as being one of Barron's Top 250 Private Wealth Management Teams 2024. The SVS Wealth Management team demonstrates a commitment to their clients and are continuously raising the standard of excellence in our industry. #wealthmanagement #morganstanley Source: Barron's (May 2024) Barron's Top 250 Private Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by Barron's for the period from Jan 2023-Dec 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and this ranking may not be representative of any one client's experience. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. © 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

Exciting insights from Central Ohio Wealth Management experts on current challenges and the 2024 outlook. Check out the full article featuring Schneider Downs Wealth Management Partner, Dave Brinkman, in Columbus Business First's "Table of Experts". #WealthManagement #ColumbusBusinessFirst