Investment Services

Investment Services

Investment Services News - includes consulting, websites, brokers and related

Investment Services

Investment Services
Investment Services News - includes consulting, websites, brokers and related

The Solaris Group Joins Klingenstein Fields’ KF Group LP in New York

eNewsChannels NEWS: -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

Klingenstein Fields Wealth Advisors (KFWA) Acquires Assets of The Solaris Group LLC

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

Jessica Merino Receives 2019 Young Entrepreneur Award from NAWBO Chicago

eNewsChannels NEWS: -- On Monday, May 6, 2019, Jessica Merino of Merino Wealth Management received the Young Entrepreneur Award at the Annual Celebration NAWBO Chicago Achievement Luncheon.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor in New York

eNewsChannels NEWS: -- 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.

A New Light in Fort Collins Colorado – Brightscape Investment Centers Shines with Integrity, Truth, and Trust

eNewsChannels NEWS: -- 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.

Conte Wealth Advisors, LLC Opens Office in Tampa Florida for Financial and Retirement Planning Services

eNewsChannels NEWS: -- 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.

Valentis International Group Engages OGGI EQUITY, Europe

eNewsChannels NEWS: -- Valentis recently engaged OGGI EQUITY, the European private equity consultancy and financial firm, to consult, advise, and guide Valentis on strategic planning in equity, corporate compliance, stock market goals, European development, and other expansion or focus areas.

Klingenstein Fields Wealth Advisors Ranked in Financial Times Top 300 Registered Investment Advisers for 2018

eNewsChannels NEWS: -- KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.

EPIC Insurance and Qualified Plan Advisors Announce Collaboration Agreement for AWAI Retirement Plan Consulting Clients

eNewsChannels NEWS: -- EPIC Insurance Brokers and Consultants (EPIC), the retail property and casualty insurance brokerage and employee benefits consulting subsidiary of EPIC Holdings, announced today a collaboration agreement between EPIC's Houston-based Ascende Wealth Advisors, Inc. (AWAI) and Qualified Plan Advisors (QPA), a division of Prime Capital Investment Advisors. QPA is a federally regulated investment advisor with more than 30 years of specialized expertise in 401k planning advisory services and private wealth management advisory services.

Luma Wealth Advisors: Understanding Women’s Wealth Needs

eNewsChannels NEWS: -- Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably "yes" and the recently launched Luma Wealth Advisors is ready to meet their planning needs.

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