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Tag: Wealth Management News

Galway Holdings

Galway Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. /California Newswire/ -- 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., Sept. 21, 2021 (SEND2PRESS NEWSWIRE) -- 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, Feb. 25, 2021 (SEND2PRESS NEWSWIRE) -- 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.

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- 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., Dec. 4, 2020 (SEND2PRESS NEWSWIRE) -- 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., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) -- 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., May 6, 2020 (SEND2PRESS NEWSWIRE) -- 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, Dec. 4, 2019 (SEND2PRESS NEWSWIRE) -- 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 LLC

Conte Wealth Advisors Opens York Office Continuing Expansion

CAMP HILL, Pa., Dec. 3, 2019 (SEND2PRESS NEWSWIRE) -- 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, Aug. 29, 2019 (SEND2PRESS NEWSWIRE) -- 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., May 20, 2019 (SEND2PRESS NEWSWIRE) -- 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

Conte Wealth Advisors LLC Opens Office in Tampa, Florida

TAMPA, Fla., March 14, 2019 (SEND2PRESS NEWSWIRE) -- 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.

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