Tag: wealth management
Klingenstein Fields Advisors Opens New Office in West Palm Beach and Adds Senior Business Development and Advisory Resource
eNewsChannels NEWS: -- 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, CFP, as Vice President
eNewsChannels NEWS: -- 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: Beech Brook
eNewsChannels NEWS: -- 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 its investment in MAI Capital Management, LLC (‘MAI’) has officially closed
eNewsChannels NEWS: -- 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 KF Advisors as a Managing Director, Senior Advisor, in New York
eNewsChannels NEWS: -- 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, Greater Cleveland Food Bank
eNewsChannels NEWS: -- 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."
KF Advisors names Shomari Gilyard, CFP, a partner at NY wealth planning firm
eNewsChannels NEWS: -- 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 Mellen Money Management, Creating Multi-Generational Wealth Management Firm
eNewsChannels NEWS: -- 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 (FIS) announces its launch as a provider of strategic consulting, insurance advice, and investment advice
eNewsChannels NEWS: -- 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.
Klingenstein Fields Wealth Advisors welcomes Andrew Crofton as a Managing Director
eNewsChannels NEWS: -- 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.
