Sunday, September 25, 2022
Tags Wealth Management

Tag: Wealth Management

John A. Pavela, CFA - KF Advisors

KF Advisors Opens New Office in West Palm Beach, Adds Senior Business Development and Advisory Resource

WEST PALM BEACH, Fla. /FLORIDA NEWSWIRE/ -- 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 as Vice President

FRANKLIN, Tenn., May 23, 2022 (SEND2PRESS NEWSWIRE) -- 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

CLEVELAND, Ohio, Feb. 15, 2022 (SEND2PRESS NEWSWIRE) -- 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 Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. and CLEVELAND, Ohio, Oct. 1, 2021 (SEND2PRESS 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

Conte Wealth Advisors LLC 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 as new COO

Paul B. Stetz Joins Fairport Wealth as new COO

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

Conte Wealth Advisors Opens Office in Tampa, adds Florida advisor, Robert Seaman

TAMPA, Fla. /Florida 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.

Klingenstein Fields Wealth Advisors Participates in a Day of Service

NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) -- 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.

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