Tag Archives: 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.

"We recognize that many of our clients spend a portion of their time in Florida, and we wanted to provide a local presence they could easily access. In addition, Florida is a dynamic market with strong growth prospects for us. This gives us 'feet on the ground' to help accelerate our growth," said Kenneth D. Pollinger, Chairman & Co-CEO of KF Advisors.

Heading up the West Palm Beach Office will be a new addition to the KF Advisors team, John A. Pavela, CFA, Managing Director. John brings strong experience in wealth and investment management and will be responsible for new business development and managing client relationships, providing guidance on a range of wealth, planning, and investment management issues. John was most recently with BMO Wealth Management as Regional Director of Investments. Prior to that, he held leadership roles in Investment Management, Wealth Management, and Trust Administration at First Union National Bank (later known as Wachovia National Bank). John began his career at LaSalle National Bank & Trust in Chicago.

He holds the Chartered Financial Analyst designation and is a member of the CFA Society of South Florida. John earned a B.S. in Finance from Florida State University and received an M.B.A. in Finance from the Kellstadt Graduate School of Business at DePaul University.

"John really knows the Florida market and has a deep knowledge of the complex issues faced by wealthy individuals and families. We found that his approach and client-first mindset really align well with that of KF Advisors. We are fortunate to have him heading up our Florida effort," said James Fields, President and Co-CEO of KF Advisors.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

Learn more: https://www.klingenstein.com/

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.

Related link: http://www.klingenstein.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/

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.

Beech Brook: Helping Families Thrive Since 1852

Beech Brook was founded 170 years ago after a cholera epidemic left many children homeless-and the non-profit continues to help children and their families thrive. Beech Brook's President and CEO, Thomas Royer says, "We're committed to delivering on our founders' mission for today's most vulnerable children and families, and for generations to come." Fairport's Managing Partner, Ken Coleman adds, "Our mission, like Beech Brook's, is to inspire families, and we are happy to be a part of their anniversary celebration." Throughout the year, Beech Brook will empower Fairport and Luma Wealth families by providing educational resources about mental health.

Fairport and Luma Wealth: Joining the Mission

CMO, Kristen Lucas says, "Fairport and Luma Wealth team members are eager to support Beech Brook's events throughout the year, including its spring fundraiser, 5k and Family Fun Run, and other volunteer opportunities. And our clients, who share our commitment to support the community, will be invited to join us!" Tom Seifert, an Advisor at Fairport and Luma Wealth, is an avid Beech Brook supporter and has provided leadership on the Board of Directors for over a decade.

About Fairport Wealth

Fairport Wealth provides comprehensive wealth management solutions for high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://lumawealth.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

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.

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

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. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

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. Ms. Gelper will be responsible for managing client relationships and advising high-net-worth and institutional clients on a range of wealth, planning, and investment management issues.

Most recently, Ms. Gelper was with HSBC in the Private Bank as Head of US Collaboration, where she spearheaded cross-divisional business development efforts in the US. While there, Ms. Gelper also built an initiative dedicated to serving women's unique wealth management needs. In a prior position at Bank of America Merrill Lynch, Ms. Gelper was responsible for delivering private wealth management services to corporate and investment banking clients.

Ms. Gelper held other positions at Citigroup Private Bank and Goldman Sachs Private Wealth Management, where she provided comprehensive estate and philanthropic services to meet the complex needs of high-net-worth individuals and families. Ms. Gelper began her career as an attorney in the Trust and Estates group at Fried, Frank. Ms. Gelper earned a B.S. in Economics Cum Laude, from The Wharton School of University of Pennsylvania and a J.D., Cum Laude, from the Benjamin N. Cardozo School of Law at Yeshiva University, where she was an Editor of the Cardozo Law Review.

"Alyssa's dedication to meet and exceed client objectives, combined with her extensive experience in wealth and investment management will enhance our ability to serve our clients' needs," said Susan H. Curry, Chief Operating Officer and Senior Vice President at KF Advisors. "We are excited to incorporate Alyssa's expertise into our customized offering for clients."

More information: https://www.klingenstein.com/.

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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.

Related link: http://www.klingenstein.com

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."

Supporting the Harvest for Hunger Campaign

This year, the Food Bank is celebrating the 30th anniversary of its Harvest for Hunger relief campaign to help combat food insecurity. Fairport Wealth Managing Partner Heather R. Ettinger says, "We are proud to be a part of this effort because, at Fairport Wealth, we emphasize community. We believe it's important to help support those around us, and we're eager to help our neighbors get back on their feet."

Helping Families

Fairport Wealth's team members wholeheartedly agree on the value of assisting the Food Bank and community and look forward to being part of its Hunger for Harvest campaign. In addition to providing financial support, the firm will volunteer at the Food Bank's weekly distribution center, assist with a virtual Harvest for Hunger food drive, and raise money for the organization through events such as a virtual cooking class.

About Fairport Wealth

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style.

For more information, visit https://www.fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses and operates as a Registered Investment Advisor. For more information, visit https://www.hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

More information: https://www.fairportwealth.com/index

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."

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

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. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

"Our clients benefit from Shomari's expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals," said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. "His dedication to our clients' well-being is unmatched, and we are pleased to recognize his strong contribution to the firm's success."

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor.

He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Note: Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

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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.

Related link: http://www.klingenstein.com

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. Mellen's founder and owners, Scott Snider and Ian Aguilar, will join PARAGON as partners of the firm. Approximately 60 client families will join PARAGON as new clients.

Commenting on the merger, PARAGON CEO and Managing Partner Jon Castle said, "This merger positions PARAGON as a multi-generational firm. Since opening our doors in 2005, PARAGON has grown from a small financial planning practice to a regional leader in the Fee-Only Wealth Management space. By acquiring the skilled entrepreneurial leadership of another firm, we can begin the process of properly structuring PARAGON to provide lifelong wealth management services to all present and future clients, even after the original founders retire. This merger also allows PARAGON to provide additional building financial planning and investment services with scale and competence, and to appeal to younger wealth-builder clients, not just clients primarily concerned with managing their retirement."

PARAGON is relatively unique in that the firm provides fee-only wealth management and asset management services to its clients using a team-based service model, as opposed to maintaining its relationships with clients through individual advisors or relationship managers.

Clients of the firm typically meet with different advisors through the course of their relationship, depending upon skills necessary to address important agenda items and impending life events. In this manner, a client is not dependent upon "his guy" or "her advisor" being in the office or available to answer questions at any given time, but instead, can comfortably work with the entire team. As a result of this approach, PARAGON's client retention rate has been very high, even being 100% in some years.

After the merger is complete, PARAGON will have approximately $390 Million under management. For more information about PARAGON, including PARAGON's philosophy, service options, partner bios, and disclosure documents, visit https://www.wealthguards.com/.

Investment advisory services provided by Paragon Wealth Strategies, LLC, a registered investment adviser.

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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.

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

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.

"Insurance has always been provided through the sale of a product," says Michelle Richter, FIS founder. "But product selling does not mesh well with the fiduciary advice community, which comprises a growing proportion of the financial professional population."

According to Richter, "Few new insurance ideas make it to market, for two reasons. First, it's expensive to launch and wholesale a new category of product. Second, there's a mistaken notion that the sale of risk protections should be completed by insurance agents only in isolation from broader planning and wealth management decisions."

"Programs, as distinct from products," Richter added, "can be deployed as service mark-able, tech-enabled frameworks. They can systematically and responsibly weave together, or provide metrics that allow the adviser to combine, existing insurance and investment products in ways that improve on existing silo-ed product sale frameworks."

FIS is currently exploring five (5) program constructs spanning several arenas:
* Institutional annuity/managed accounts
* Structured annuity/long term care combos
* Retail life insurance in investment advice
* Other institutional risk-pooling arenas
* FIS seeks to provide advocacy, business plan creation, and program design services to insurers, recordkeepers, and other financial institutions for use with their advisers and clients

In strategic consulting and business operating roles, Richter has demonstrated expertise in the integration of wealth management, life insurance, annuities, and asset management concepts, for retail and institutional businesses.

Richter has a proven track record launching new businesses and re-engineering existing operations at a Fortune 100 life insurer. She managed a $27 million operating budget and team of 70 experts in product management, marketing, operations, compliance, wholesaling/distribution, and training, prior to her foray into motherhood in 2010. Richter is also a named inventor on a patented method for insurance investment product decision modeling, and is an advisor member of the Institutional Retirement Income Council.

Richter has earned a bachelor's degree in Economics from Wesleyan University, and an MBA in Management and Finance from Columbia University's Graduate School of Business. Richter is an investment adviser, and she holds an insurance consulting license in New York.

For more information about services offered by FIS, please contact Michelle Richter at (347) 871-0823. Email: MRichterFIS@gmail.com, or visit https://fiduciaryinsuranceservices.com/.

Follow FIS on LinkedIn

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*Caption: Michelle Richter, Principal, Fiduciary Insurance Services, LLC.

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.

Related link: https://fiduciaryinsuranceservices.com/

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.

In this role, Mr. Crofton will be responsible for advising high-net-worth and institutional clients on a range of wealth, planning and investment management issues, as well as overseeing the growth of the firm's client base.

Mr. Crofton joins the firm from BNY Mellon where he was a Senior Wealth Director advising high-net-worth individuals and families, helping them address complex planning and investment management needs. Prior to that, he held a similar role at U.S. Trust.

Mr. Crofton began his career in institutional fixed income and equity sales and trading. He earned a B.A. in Economics from the University of Pennsylvania.

"Andy's significant experience in serving high-net-worth and institutional clients' investment management needs, combined with his institutional securities trading background, gives him a unique perspective that will strongly benefit our clients," said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA. "We look forward to his involvement and the customized guidance that he will provide to our clients."

More information: https://www.klingenstein.com/.

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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.

Related link: http://www.klingenstein.com

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.

The TatumTek plant will use highly advanced fabrication and assembly technologies to build and assemble large modular components for use in residential and commercial construction projects such as single-family homes, condominiums, townhomes, hotels and other commercial structures. The construction on the plant, which will be located on Highway 180 just west of the Lamesa city limits, is expected to begin in the second quarter of 2020.

"Here, in close proximity to the heart of the Permian Basin," explains Ron Smith, "the demand for new affordable residential housing will keep the TatumTek plant busy for a very long time. This land acquisition will help to expedite the plant construction which in turn will bring much needed residential development to Lamesa and the surrounding region. Our investors are not only investing in this one project, they are investing in ways to help diversify the economic future for Lamesa."

About Smith Wealth Advisors:

Smith Wealth Advisors is a full-service financial services and consulting firm offering its clients guidance and financial advisory services in retirement planning, investment research, Securities products, 401(k) management and access to global capital markets. Smith Wealth Advisors is a registered Member of FINRA and SIPC and is regulated by the office of the Texas Secretary of State. All Brokerage, investment and financial advisory services carry risk. Smith Wealth Advisors cannot guarantee future financial results. Smith Wealth Advisors may not provide tax or legal advice. Always consult a tax expert or attorney regarding specific legal and tax related matters.

For further information call: 512-330-9161 or visit https://smithwealthadvisors.com/ today.

About TatumTek:
TatumTek is an innovative, Dallas based modular construction firm headed by CEO Edwin Tatum, combining traditional modular building techniques with highly advanced automation and design elements.

Media Contact:
Ron Smith
Smith Wealth Advisors
512-330-9161
Email: Ron@SmithWealthAdvisors.com

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.

Related link: https://smithwealthadvisors.com/

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.

Brian Lauer and Patrick Barry each joined CWA on November 1, 2019 in order to offer expanded independent financial planning and wealth management services and benefits to their clients courtesy of the infrastructure and the team approach embraced by CWA, its staff, and its advisors. Lauer and Barry have brought their support staff to the new firm with them, bringing the team of staff across CWA up to 13 individuals.

"Moving to CWA will give me the ability to empower my clients to effect positive change in their lives through planning and investment guidance," Lauer says.

Barry believes that "It's really all about the client and their experience. The level of support at CWA, and the suite of products available to the team helps us to put our best foot forward in serving our clients."

The York office represents the seventh CWA office with the rest spread across Florida and Pennsylvania. Lauer and Barry round out the CWA team of advisors to 17 in total with six of those advisors having joined in 2019.

Conte Wealth Advisors continues to enjoy unprecedented growth and recognition from its broker/dealer, Cambridge Investment Research, where it falls within the top 6% of all producer groups which spans over three thousand advisors across all 50 states.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors and Cambridge are not affiliated. 2009 Market Street, Camp Hill, PA 17011

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.

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

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.

Prior to joining Fairport, Paul has held leadership positions with Schwab Advisor Services and Fidelity Clearing & Custody Solutions, where he successfully led Sales & Relationship Management teams focused on developing trusted partnerships, delivering strategic consulting and value-added solutions to Registered Investment Advisors and their end clients.

Most recently, Stetz was a Managing Director with Mercer Advisors, where he successfully led the firm's mergers and acquisitions strategy in the Central, Great Lakes and Northeast Regions. He brings a deep understanding of the M&A landscape, deal structure and trusted relationships with RIA firms and industry partners across the country.

"Paul's track record in leading successful teams and deep understanding of RIAs and their clients make him an ideal fit for the role of Chief Operating Officer at Fairport," said Managing Partners Kenneth Coleman and Heather Ettinger. "His focus and experience will allow us to accelerate momentum and future growth. We're thrilled to have him on our team."

"Fairport is a recognized and trusted brand. I have always viewed Fairport as a leader in the wealth management industry, delivering a planning-led, holistic wealth management solution to clients and delivering customized solutions to their niche markets well ahead of their industry peers," said Stetz. "The client-first culture, committed and professional staff and a dedicated leadership team with a clear vision for the future make Fairport very special."

About Fairport Wealth:

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP(R) certificants and CFA(R) charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at https://www.fairportwealth.com/.

Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. More information available at http://lumawealth.com/.

About HighTower:

HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit https://www.hightoweradvisors.com/.

Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

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.

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

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. In this role, Ms. Steers will be responsible for relationship management and advising our individual clients and their families on a range of wealth management issues.

Ms. Steers was most recently in a similar role at Truvvo Partners. She earned her B.A. from Kenyon College and her M.B.A. from Fordham University Graduate School of Business.

"Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service," said Ken Pollinger, CEO and Co-Chairman of KFWA.

"We look forward to introducing Jaime to our client base who will benefit from her proactive guidance and utilization of all of the resources and solutions that KFWA offers."

More information: http://www.klingenstein.com/.

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.

Related link: http://www.klingenstein.com

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.

Robert boasts over 12 years of financial advisory experience providing families and individual investors with planning, investment and insurance services. As a financial advisor he has carved out a niche working with employees of higher education institutions.

"I was drawn to CWA because of the breadth of investment offerings available to my clients and the autonomy to build a plan based on what I felt was appropriate for each client," said Robert Seaman.

As its first Tampa advisor, Robert joins a fast-growing team of advisors in Fort Myers and Marco Island each of who have affiliated with CWA within the past three years.

"Mr. Seaman is a perfect fit for the CWA team given his wealth of knowledge about higher education retirement plans and planning," says Anthony Conte, CWA's Managing Partner. "We expect his practice to continue to grow and evolve with our team as he brings his unique advisory approach and expertise to bear within CWA's network of advisors."

Of the network of advisors currently working under the CWA brand, other recent additions have been in Pittsburgh and Camp Hill, Pennsylvania, and CWA continues to aggressively target growth nationwide.

Conte Wealth Advisors is an affiliate of The Independent Grid, a Tampa based corporation that is in the top 6 percent of all producer groups at Cambridge Investment Research. The Independent Grid is dedicated to serving advisors with marketing support, business coaching, client event planning, and supervision services, among other amenities. Both CWA and The Independent Grid are aligned with Cambridge Investment Research, voted Broker/Dealer of the Year by Investment Advisor Magazine 11 out of the last 13 years.(*note 1)

For more information about Conte Wealth Advisors or The Independent Grid, contact Trent Gain at (888) 944-9725, or email tgain@theindgrid.com.

Web: https://www.contewealth.com/

(*Note 1) Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the eight years listed.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors and Cambridge are not affiliated. 2009 Market Street, Camp Hill, PA 17011.

Media Contact:
Trent R. Gain, COO, The Independent Grid
Phone: (888) 944-9725
Email: tgain@theindgrid.com

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.

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