Tag Archives: Certified Financial Planner

Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026

WARRENVILLE, Ill., Jan. 15, 2026 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026, marking four consecutive years of recognition in this prestigious national ranking.

Image caption: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026.

“At its core, our mission is to serve as a guide for our clients — helping them navigate complexity, make informed decisions, and ultimately increased confidence in the path they’re on,” said Fernando Ereneta, CFP®, CKA®, CEO of Legacy Wealth Advisors. “This recognition reflects the trust our clients place in us and the responsibility we feel to honor that trust every single day. We are deeply grateful to them for allowing us to walk alongside them in every stage of life.”

Legacy Wealth Advisors is known for its collaborative approach, ensuring clients benefit from the collective expertise of the entire team. This structure allows for comprehensive planning that integrates investment management, retirement strategy, tax-aware planning, estate considerations, and philanthropic goals into one cohesive plan.

“This award is a direct result of the care and intention our team brings to each relationship,” said Seth Pietrini, COO of Legacy Wealth Advisors. “We take a holistic view of our clients’ lives — not just their portfolios — and deliver a level of service we often describe as white glove. Our goal is to simplify the financial journey and give clients the confidence that every detail is being thoughtfully managed.”

Legacy Wealth Advisors is a dynamic, experienced team that includes CFP® Wealth Managers Fernando Ereneta, Jennifer Secola, and Kevin Fahy. Together, they bring decades of combined experience, diverse perspectives, and a shared philosophy centered on education, proactive guidance, and values-based planning — including helping clients align their wealth with charitable and philanthropic intentions.

Fernando Ereneta has also earned consistent individual recognition, having been named to the Forbes Best-in-State Wealth Advisors list every year from 2018 through 2025. Legacy Wealth Advisors was included in the inaugural Forbes Best-in-State Wealth Management Teams lists in 2023, 2024, and 2025 and has continued to build upon that foundation with each successive year of recognition.

“Our success is truly a reflection of our clients,” Ereneta added. “Their confidence in our team motivates us to continually raise the bar in service, integrity, and impact.”

Legacy Wealth Advisors, 4200 Cantera Drive, Suite 221, Warrenville, IL 60555 | 630-791-9226 (Phone/Fax) | https://www.legacywealthadv.com/.

Disclaimers:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visithttps://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

LOGO link for media: https://www.legacywealthadv.com/wp-content/uploads/2024/10/LWA_Secondary-Sand.png

NEWS SOURCE: Raymond James Financial Services - Legacy Wealth Advisors

This press release was issued on behalf of the news source (Raymond James Financial Services - Legacy Wealth Advisors), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/legacy-wealth-advisors-has-once-again-been-named-to-the-forbes-best-in-state-wealth-management-teams-list-for-2026/

Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025

WARRENVILLE, Ill., June 9, 2025 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is pleased to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025, marking 3 straight years of recognition in this prestigious national ranking.

Image caption: Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2025.

“This honor reflects the tireless commitment our team brings to every relationship,” said Seth Pietrini, COO Legacy Wealth Advisors. “We approach our work with the same care, diligence, and responsibility we would give to our own families. It’s a privilege to be recognized for that.”

“Our mission has always been to be a guide to our clients, to educate them, and to give them added confidence,” added Fernando Ereneta, CEO Legacy Wealth Advisors. “It’s great to see the team’s dedication and integrity acknowledged at this level.”

Legacy Wealth Advisors is a dynamic and experienced group that includes CFP® Wealth Managers Fernando Ereneta, Jennifer Secola, and Kevin Fahy. The team brings together decades of combined expertise, diverse perspectives, and a shared commitment to personalized financial guidance.

Fernando Ereneta, CFP®, CKA® has been a consistent presence on the Forbes Best-in-State Wealth Advisors list, earning individual recognition each year from 2018 through 2025. Legacy Wealth Advisors was also included in the inaugural Forbes Best-in-State Wealth Management Teams lists in 2023 and 2024 and continues to build on that strong foundation.

Legacy Wealth Advisors, 4200 Cantera Drive, Suite 221, Warrenville, IL 60555 | 630-791-9226 (Phone/Fax) | https://www.legacywealthadv.com/.

Disclaimers:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC

The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

LOGO link for media: https://www.legacywealthadv.com/wp-content/uploads/2024/10/LWA_Secondary-Sand.png

NEWS SOURCE: Raymond James Financial Services - Legacy Wealth Advisors

To view the original story, visit: https://www.send2press.com/wire/legacy-wealth-advisors-has-once-again-been-named-to-the-forbes-best-in-state-wealth-management-teams-list-for-2025/

Financial Advisor Jonathan Mintle of Edward Jones Receives CERTIFIED FINANCIAL PLANNER™ Certification

BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Image caption: Edward Jones financial services.

Becoming a CFP® professional expands a financial advisor’s knowledge base in the following areas:

Financial management
Tax-sensitive investment strategies
Retirement savings
Insurance planning
Education planning
Estate considerations

In addition to the education and examination components of certification, Mintle also has committed to abiding by the CFP® Board’s Code of Ethics and Standards of Conduct.

Learn more about Jonathan Mintle: https://www.edwardjones.com/us-en/financial-advisor/jon-mintle

Edward Jones is a leading North American financial services firm with 20,000 financial advisors as of Nov. 4, 2024. The firm serves more than 8 million clients with a total of $2.2 trillion in client assets under care as of Sept. 27, 2024. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

NEWS SOURCE: Edward Jones

This press release was issued on behalf of the news source (Edward Jones), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/financial-advisor-jonathan-mintle-of-edward-jones-receives-certified-financial-planner-certification/

Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification

COLORADO SPRINGS, Colo. /ScoopCloud/ -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Becoming a CFP® professional expands a financial advisor's knowledge base in the following areas:

* Financial management

* Tax−sensitive investment strategies

* Retirement savings

* Insurance planning

* Education planning

* Estate considerations

In addition to the education and examination components of certification, Eckhardt also has committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Eckhardt completed his professional program at The American College of Financial Services ( https://www.theamericancollege.edu/ ).

Keith Eckhardt's office is located at 2950 Professional Place, Ste 205, Colorado Springs, Colorado 80904−8106.

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's more than 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of September 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.

The CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the U.S.

MEDIA CONTACT:

Keith Eckhardt

719−578-5833

https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

Related link: https://www.edwardjones.com/

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the sixth year in a row – in Illinois

WARRENVILLE, Ill. /ScoopCloud/ -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97

"For the sixth year in a row, I've been named as one of Forbes' Best in State advisors for Illinois. I'm grateful for the many families we have served, some relationships for over 20 years," said Fernando S. Ereneta, CFP®.

He added, "This award is a testament to the clients who have placed their trust in us, as well as the entire Legacy Wealth team, that has continued to grow and develop in order to serve clients better every day. We view our clients as extended family and look at awards like this, as simply a reminder of the ways in which we have been able to guide clients in their financial journeys."

The Legacy Wealth Advisors team has also recently been named to the Forbes Best-in-State Wealth Management Teams Lists, and includes Financial Advisors, Fernando S. Ereneta, CFP®, Justin Ancona, CFP® & Jennifer Secola, CFP®.

Fernando Ereneta, CFP®

Private Wealth Advisor

Registered Principal, RJFS, Inc.

CEO, Legacy Wealth Advisors

Legacy Wealth Advisors

4200 Cantera Drive | Suite 221 | Warrenville, IL 60555

630-791-9226 (Phone/Fax)

fernando.ereneta@raymondjames.com

www.legacywealthadvisorsil.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Forbes Top Wealth Advisors Best-In-State (2023)

The Forbes America's Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.

2023 Forbes America's Top Wealth Management Teams Best-in-State

The 2023 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/list-directory/#470ac626b274 for more info.

About Raymond James Financial Services

As of 12/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.17 trillion. Additional information is available at raymondjames.com.

Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

Deaf Financial Advisor Lee Kramer Named to Money’s Changemakers List

FREDERICK, Md. /ScoopCloud/ -- Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

Lee Kramer was named to the list in large part due to his work in bridging the gaps of financial literacy within the Deaf community. "Many of us learn financial concepts from our parents when we're young, but when there's a communication barrier and you can't communicate well with your parents, that information doesn't get passed down," he says. "Dinner table conversations over holidays - Deaf children don't have the ability to just overhear Dad and Grandpa talking about their investment portfolios."

Providing Deaf wealth management services has been a challenge. There are only two Deaf CERTIFIED FINANCIAL PLANNER™ professionals who are currently practicing and both are with Kramer Wealth Managers. Their team also has the first Deaf female financial advisor to pass the FINRA Series 7.

Kramer's company has an entire "Learn From Us" section on its website that includes an ASL library of finance and investment terms like diversification, time horizon and volatility. (Upon clicking a glossary card, a video pops up with a brief explanation in ASL.) Another part of the site is devoted to vlogs in ASL that tackle current events like inflation. It's helpful information even if you're hearing, which many of Kramer's clients are.

Kramer Wealth Managers was established in 1985 and includes five Deaf advisors and five full-time staffers, two of whom are hearing. Everyone is fluent in ASL and works out of offices in Maryland and Texas.

Money was founded in 1972 as a print magazine that helped everyday people live richer lives by learning personal finance strategies that improved their bottom line. Money is written and edited by a team of journalists and researchers with decades of experience and have won national awards for reporting. The full changemakers list can be seen at: https://money.com/Changemakers/

Visit the Kramer Wealth Website at https://kramerwealth.com.

For inquiries, contact Kramer Wealth Managers at (240) 379-6929 or email contact@kramerwealth.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP(r) certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP(r) certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and Investment Advisory services offered through FSC Securities Corporation, Member FINRA/SIPC. Traditional Insurance offered through Kramer Wealth Managers, which is not affiliated with FSC Securities Corporation. Branch office address: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701.

Money profiled 50 innovators shaping Americans' finances, and included Kramer Wealth Managers' CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The wide-ranging list of people making meaningful, positive change in personal finance include Senator Elizabeth Warren, Ethereum co-creator Vitalik Buterin, YouTuber MrBeast, singer Lil Nas X, and Roblox CEO David Baszucki.

Related link: https://kramerwealth.com/

Southwestern Investment Group Names Brandon Kew as Vice President

FRANKLIN, Tenn. /ScoopCloud/ -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President.

As a CERTIFIED FINANCIAL PLANNER™ professional, Brandon has also received his Series 7, Series 66, and Nebraska Insurance, Annuity, Long-Term Care, and Disability Licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.

"We're so excited for Brandon on a well-deserved promotion," said Jeff Dobyns, President of Southwestern Investment Group. "Brandon and his team help set the standard for the level of care Southwestern Investment Group provides to our clients. We continue to expect wonderful things from Brandon, and we take great pride in knowing that his clients are being well served."

Brandon graduated with honors from the University of Northern Iowa, earning a degree in finance and economics, with a certificate in entrepreneurship. After graduation, Brandon spent several years working with university students, training them on principles for success in life through a summer internship program.

Since its beginning in 2002, Southwestern Investment Group's family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company's website at https://www.swinvestmentgroup.com/.

The Kew Wealth Team has two convenient locations in Iowa and Nebraska:

114 W Main St.

Clarinda, IA 51632

712-542-6334

and:

15808 West Dodge Road, Suite 103

Omaha, NE 68118

402-715-4278

About Southwestern Investment Group:

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization.

Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.

About Raymond James Financial Services:

As of 3/31/2022. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at https://www.raymondjames.com/.

Legal Disclaimer:

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Kew Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.

Related link: https://www.swinvestmentgroup.com/

New How-To Book Targets Women Who Are Just Getting Started in the World of Investing

PHOENIX, Ariz. /ScoopCloud/ -- Beverly Bowers, a retired financial planner, entrepreneur and founder of Sister Courage Publishing, realized there was a need for a guidebook that would help women learn more about how to take charge of their investments. So, she set out to create a book specifically written for women. The end result is: "How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women" (ISBN: 978-0578312705; Sister Courage Publishing).

"As an industry as a whole, I don't believe we've done a great job of educating women about financial planning," Bowers says. "Sometimes, I'd have a couple in to talk with me about investing, but quite often it was the man who would attend the meeting. It's important for women to understand financial basics since 80 to 90 percent will have sole financial responsibility for the household at some point in her life."

While she believes that women have come a long way, she also feels there's more work to be done. "How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women," addresses not only the gap women face in lifetime earnings and retirement savings, but also the lower financial confidence that many seem to carry.

The book asks the reader to answer eight questions and then based on those answers, the reader moves through a step-by-step process that designs a customized investment portfolio just for her. To make it a little more engaging and fun, Bowers has compared planning an investment portfolio to putting together an outfit. The reader chooses specific stores, compares costs, selects clothes based on the style that suits her (accessories included) and ensures the pieces complement each other. The final step prompts her to decide where to best hang the clothes. The overall result is a completely personalized, beautiful and basic investment outfit.

The end of each chapter summarizes what's been discussed and reinforces the most important points and concepts. It prompts readers to think about topics such as risk tolerance, emergency funds and how quickly an investment can be converted into cash.

"One of my goals in writing this book was to remove the anxiety and fear that some women may have when it comes to investing," she says. "I want them to feel empowered to make financial investment decisions."

C.J. Redwine, a New York Times best-selling author, read Bowers book and said it was, "An empowering education in investment strategies that is both comprehensive and easy to grasp. I immediately bought a copy for every member of my family."

"How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women" is available on Amazon and in a few brick-and-mortar locations: Changing Hands Bookstore in Tempe and Phoenix, Arizona and Diva Hillside in Sedona, Arizona. The paperback is $19.95; the eBook is $7.99.

As part of Bowers' commitment to women and investing, she donates part of book sale proceeds to non-profit efforts that focus on financial literacy for women.

Learn more at: https://bevbowers.com/how-to-dress-a-naked-portfolio/

Contact the author for a bulk order discount through the "Contact" page on her website at: https://bevbowers.com/contact-bev/.

About the Author

Beverly Bowers' diverse financial career spanned over 30 years with stints as a portfolio manager, stock and bond trader, mutual fund and ETF sales manager and personal advisor and financial planner. She is a CERTIFIED FINANCIAL PLANNER(TM) professional and has served on the Board of Directors for the Financial Planning Association of Greater Phoenix as president and Chairman of the Board. In addition, the Arizona Hall of Fame of Financial Women International inducted Bowers in 1993. This is her first book.

Beverly Bowers, a retired financial planner, entrepreneur and founder of Sister Courage Publishing, realized there was a need for a guidebook that would help women learn more about how to take charge of their investments. So, she set out to create a book specifically written for women. The end result is: "How to Dress a Naked Portfolio: A Tailored Introduction to Investing for Women" (ISBN: 978-0578312705; Sister Courage Publishing).

Related link: https://bevbowers.com/

A New Light in Fort Collins – Brightscape Investments Integrity, Truth, and Trust

FORT COLLINS, Colo. /ScoopCloud/ -- Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(TM) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.

Eric has worked hard to change the financial conversation from selling products for commission to working one on one with clients to fit their investments to achieve their life goals. The sense of community and beautiful mountains brought Brightscape Investments to Fort Collins in 2018.

"Taxes play an important role in personal finance so Brightscape works closely with the client to find tax-efficient investing strategies, limiting taxes during distribution, and gifting strategies," says Weiss.

Brightscape Investments knows that each client is unique, and all have different financial concerns, the company's number one focus is creating and maintaining a unique financial plan that fits the particular needs of each client.

All too often, people are sold complex and costly solutions to achieve the transfer of assets to beneficiaries without probate when the same can be accomplished by simply titling accounts correctly. Brightscape takes pride in finding clients this simple solution in their own portfolio.

Diversification increases the chance of investment success. Brightscape uses alternative assets to help diversify portfolios to achieve optimum risk and reward levels of each individual client.

Retirement benefits has become a needed option for employees, Brightscape helps companies select, implement, and manage their own employee retirement plan based on their unique situation.

Brightscape Investments is a company committed to growing clients' knowledge and removing the financially harmful emotions of fear and greed from decision making.

As Eric always says "clients' interests are best served through objective recommendations presented in the most transparent way."

Learn more about Brightscape Investment Centers at: https://brightscape.com/.

If you would like more information about this topic, please call Eric Weiss at (786) 547-4966.

Brightscape Investments (Brightscape Investment Centers) was founded by Eric Weiss, a Certified Financial Planner(tm) professional, who saw clients' best interests not being served while working at a large financial institution. This experience motivated Eric to start a company that put the client's interest first.

Related link: https://brightscape.com/