Tag: wealth management
Smith Wealth Advisors Clients Provide Seed Funding for TatumTek Factory Development in Lamesa, Texas
eNewsChannels NEWS: -- 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 New Office in York, Pennsylvania, Continuing Expansion
eNewsChannels NEWS: -- 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 as Chief Operating Officer
eNewsChannels NEWS: -- 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 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.
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.
At God’s Love We Deliver, Klingenstein Fields Wealth Advisors Participates in a Day of Service
NEW YORK, N.Y. -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God's Love We Deliver (GLWD), a New York-based charitable organization.
Klingenstein Fields Wealth Advisors launches new brand to serve high-net-worth clients
NEWS: Klingenstein, Fields and Co., L.L.C. today is now operating as 'Klingenstein Fields Wealth Advisors' as part of a recent rebranding initiative. The new brand highlights the firm's integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.
