Tagged: wealth-management

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VisionQuest Clients Love the Durham Bulls

This past Saturday, the team at VisionQuest Wealth Management rented out the new Miller Lite Party Deck to spend time with clients, prospects, and friends at the Durham Bulls baseball game.

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Ed Guanill, Vice-President of Springer Financial Advisors, Featured in Forbes Magazine

Springer Financial Advisors is pleased to announce that its Vice President, Ed Guanill, was recently interviewed for a new special issue of Forbes Magazine.

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Financial Planning and Wealth Management Specialist Announce the Launch of Their Creative Website

Mamucium Capital Management is a prestigious financial planning and wealth management company leading the field with the launch of their pioneering brand new website. It introduces a comprehensive and valuable range of financial services.

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WMGNA Scores Another "Home Run" with the University of Hartford's Baseball Team!

As an added bonus, this year's Senior Day Picnic had them honoring one of own their interns!

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Kelly Crane, CFP®, Celebrates 30 Years Reducing Risk, Protecting Clients' Wealth

After experiencing personal financial loss, Crane became a financial advisor to help others build a secure future through holistic wealth management. His success not only benefits his company, but the community where he lives through giving back.

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Olympian Group Welcomes Senior Managing Director and Chief Strategist

Scott Fullman, CMT to Join Olympian Group in Fort Lauderdale, FL

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VisionQuest and the Personal CFO Role

VisionQuest has created a business model that brings together the breadth of expertise and scale to service individuals and families in the same boutique manner as a single-family office.

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Marks Group Wealth Management 2013 NABCAP Advisory Practice

Marks Group Wealth Management designated as a premier advisory practice in Minneapolis by the National Association of Board Certified Advisory Practices

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Privatimus Now Providing Security and Risk Mitigation Exclusively for Family Offices, Exposed Persons, Wealth Management and Corporate Clients

Headquartered in Hamburg, Germany, Privatimus provides security and consulting services to an exclusive group of clientele around the world.

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Robert M. Cheney NABCAP Advisor

Robert M. Cheney, CFA, CFP of Westridge Wealth Strategies
Designated as a Premier Advisor
in the San Francisco Bay Area by the
National Association of Board Certified Advisory Practices

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Michael Pellman Rowland Is Your Go-to Expert for LGBT Financial Planning

The DOMA and Prop 8 Supreme Court cases have brought much needed attention to financial planning for LGBT couples. This piece highlights Michael Pellman Rowland as an expert in this field.

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Fiducia Wealth Management Company Wins National Award

Fiducia Wealth Management has received the prestigious Money Marketing Award for Best Small Company IFA

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BKD Wealth Advisors' Gretchen Cliburn Named Chair of Financial Planning Committee

Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Managing Advisor Gretchen Cliburn has been named chair of BKD Wealth Advisors' Financial Planning Committee.

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Pensions & Investments Names Balentine "Best Place to Work"

Pensions & Investments names Balentine "Best Place to Work in Money Management." Balentine places second nationally among firms with fewer than 100 employees

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World Economic Projections for 2013

The Commercial Finance Association South Florida Chapter
(CFA South Florida)

Presents

World Economic Projections for 2013

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BKD Wealth Advisors Adds Office Director for Dallas Practice

Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce the addition of David Richards as managing advisor.

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BKD Wealth Advisors Professional Receives IACCP® Designation

Jack Thurman, president of BKD Wealth Advisors, LLC, is pleased to announce that Nicole Chapman has received the Investment Adviser Certified Compliance Professional® designation.

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BKD Wealth Advisors Announces Office Director Promotion

BKD Wealth Advisors promotes Amy Frizzell to Office Director for the Indianapolis, Indiana practice.

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BKD Named a 2012 Wealth Magnet

Accounting Today Names BKD Wealth Advisors to Top Firms by AUM List

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Balentine Announces 2nd Annual Summer Reading List

Balentine, an independent, employee-owned investment advisory firm serving individuals, families and not-for-profit institutions, announced its 2012 Summer Reading List today. This list of 11 books covers a range of genres and subject areas.

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Balentine Named Top Money Manager and Premier Advisor

Balentine, an independent, employee-owned investment management firm, was named a Top Money Manager by the Atlanta Business Chronicle and a Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP).

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Private Banks Turn to Alternatives to Spread Risk - AAA

Private banks are once again happy to put their money into private equity and hedge funds as they turn to alternative assets to spread risk, claims Alternative Asset Analysis.

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VisionQuest Capital Invests in Tax Execution Services

VisionQuest Capital (www.vqwealth.com), has expanded its Business Advisory Services department with the addition of a new team member, Rhonda Thomas, CPA.

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Nationally Recognized Investment Advisor Opens Office In Vero Beach

Massey Quick, a New Jersey-based financial planning and investment advisory firm, has announced the opening of a new office in Portales de Vero on Ocean Drive. Leading the Vero Beach team for Massey Quick is John B. Kemp III, a Partner in the firm.