Tag: Wealth Management
Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource
NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.
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. 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.
Fairport Wealth Announces 2022 Community Beacon Recipient
CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.
Galway Holdings Announces Formal Close of MAI Capital Management Deal
SAN FRANCISCO, Calif. /ScoopCloud/ -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies.
Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York
NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
Fairport Wealth Announces 2021 Community Beacon Recipient
CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."
Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors
NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm
JACKSONVILLE, Fla. /ScoopCloud/ -- PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management - a fee only financial planning firm specializing in investment management and life-stages planning for growing families.
FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions
NEW YORK, N.Y. /ScoopCloud/ -- Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.
Andrew Crofton Joins Klingenstein Fields Wealth Advisors as a Managing Director
NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.
Key Smith Wealth Advisors Clients Provide Seed Funding for TatumTek Factory Development in Lamesa, TX
AUSTIN, Texas /ScoopCloud/ -- Ron Smith, President and Founder of Smith Wealth Advisors, an independent wealth management firm located at 6836 Bee Caves Road, Suite 272 in Austin, Texas, announced today that a group of the firm's key clients have funded a land acquisition in Lamesa, Texas, which will serve as the future site for the TatumTek Modular Construction Assembly Plant.
Conte Wealth Advisors Opens York Office Continuing Expansion
CAMP HILL, Pa. /ScoopCloud/ -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
Paul B. Stetz Joins Fairport Wealth
CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team.
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
Conte Wealth Advisors Opens Office in Tampa, Florida
TAMPA, Fla. /ScoopCloud/ -- Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.