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Leading Advisors Offer Timely Advice to High Net Worth Investors

44 Advisors Representing 32 Firms, $65 Billion AUM. Published in Oct/Nov 2009 issue of Worth and Worth.com

New York, NY (November 2, 2009) – Leading wealth and legal advisors offer timely advice to high net worth investors in the October/November 2009 issue of Worth. Forty-four (44) advisors, representing 32 of the nation’s most prestigious firms, offer expertise on a wide variety of relevant topics from investment strategies and modern portfolio theory to estate taxes and succession planning.

Advisors who apply for admission into the Worth Leading Wealth & Legal Advisors Program are vetted by Worth and experts at Paladin Registry to ensure advisor quality. In order to be considered for the Worth Leading Wealth & Legal Advisors Program, financial and legal professionals must be willing to provide complete and full disclosure to investors so that Worth and independent Paladin analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors help underwrite the production of the magazine.

Worth Leading Wealth & Legal Advisors – (advisors listed alphabetically by first name)

Barbara H. Young, CFP®, Cypress Wealth Advisors (San Francisco Bay Area)
Brent Mason, Charles W. Mason & Associates (Los Angeles)
Brian Strachan, Morgan Stanley Smith Barney (Boston)
Carina Diamond, CFP®, MBA, SS&G Wealth Management LLC (Chicago-Cleveland)
Carlo A. Panaccione, CFP®, Navigation Group Inc. (San Francisco Bay Area)
Charles W. Mason, CFP®, CLU®, Charles W. Mason & Associates (Los Angeles)
Cheryl A. Lane, CPA, MBA, CTA, Chrysalis Capital Group LLC (San Francisco Bay Area)
Colleen Jordan Hallinan, Hewins Financial Advisors LLC (San Francisco Bay Area)
Geoffrey Kurinsky, Sage Capital Management LLC (NY Metro)
Gregory Meisel, Gerson, Guarino & Meisel Group at Morgan Stanley Smith Barney (NY Metro)
Howard Gottlieb, Sage Capital Management LLC (NY Metro)
Ike Devji, JD, The Wealthy 100 (Phoenix/Scottsdale)
James J. Raaf, CPA, Harris myCFO™ (Chicago)
Jared M. Samos, Madrigano Group at Morgan Stanley Smith Barney (NY Metro)
Jeff Christenson, Christenson Wealth Management LLC (Phoenix/Scottsdale)
Jeffrey S. Gerson, Gerson, Guarino & Meisel Group at Morgan Stanley Smith Barney (NY Metro)
Jim Wood, Cedar Street Advisors (Chicago-Milwaukee)
John Bussel, Hewins Financial Advisors LLC (San Francisco Bay Area)
Jonathan Gerber, CPA, PFS, Rip Van Winkle Investing LLC (Los Angeles)
Jonathan Madrigano, Madrigano Group at Morgan Stanley Smith Barney (NY Metro)
Judith R. Forman, CFLS, The Law Offices of Judith R. Forman P.C. (Los Angeles)
Lawrence C. Busch, CFA®, Sage Capital Management LLC (NY Metro)
Lawrence Souza, Chrysalis Capital Group LLC (San Francisco Bay Area)
Mark Feldman, CPA, CFP®, PFS, GenSpring (Phoenix/Scottsdale)
Mark Germain, CFP®, Beacon Wealth Management LLC (NY Metro)
Mark C. Hutchinson, CFA®, Morgan Stanley Smith Barney (Chicago)
Mary White, EPLS, White Law P.C. (San Francisco Bay Area)
Michael Glowacki, CFP®, CPA, MBT, The Glowacki Group LLC (Los Angeles)
Michael Stone, CPA, PFP, ChFC, CLU® , Rip Van Winkle Investing LLC (Los Angeles)
Murray Snow, Morgan Stanley Smith Barney (Houston)
Norman Boone, CFP®, Mosaic Financial Partners Inc. (San Francisco Bay Area)
Peter Myers, The Myers Law Firm P.C. (San Francisco Bay Area)
Ray C. Cherry, The Private Bank, Union Bank N.A. (Los Angeles)
Rebecca Rothstein, Morgan Stanley Smith Barney (Los Angeles)
Richard K. Black, CFP®, JD, Altair Advisers LLC (Chicago)
Richard S. Farkas, AAMS, Strategic Global Investment Services (San Francisco Bay Area)
Roger Hewins, Hewins Financial Advisors LLC (San Francisco Bay Area)
Ronald Deutsch, CFA®, Sage Capital Management LLC (NY Metro)
Scott F. Mahoney, CPWAsm, The Mahoney Team at Morgan Stanley Smith Barney (NY Metro)
Sean J. Figueroa, CFA®, CFP®, Cypress Wealth Advisors (San Francisco Bay Area)
Shane Brisbin, Morgan Stanley Smith Barney (San Francisco Bay Area)
Steve Braverman, Harris myCFO™ (NY Metro)
Steven W. Enos, CFA®, Cypress Wealth Advisors (San Francisco Bay Area)
Dr. Walter V. Gerasimowicz, Meditron Asset Management LLC (NY Metro)

Worth Leading Wealth & Legal Advisors – (firms listed by market)

Boston
Morgan Stanley Smith Barney (Brian Strachan)

Chicago
Altair Advisers LLC
Cedar Street Advisors (Milwaukee)
Harris myCFO™
Morgan Stanley Smith Barney (Mark Hutchinson)
SS & G Wealth Management LLC (Cleveland)

Houston
Morgan Stanley Smith Barney (Murray Snow)

Los Angeles
Charles W. Mason & Associates
Morgan Stanley Smith Barney (Rebecca Rothstein)
Rip Van Winkle Investing LLC
The Glowacki Group LLC
The Law Offices of Judith R. Forman P.C.
Union Bank, The Private Bank

New York
Beacon Wealth Management
Gerson, Guarino & Meisel Group at Morgan Stanley Smith Barney
Harris myCFO™
Madrigano Group at Morgan Stanley Smith Barney
Meditron Asset Management
Sage Capital Management
The Mahoney Team at Morgan Stanley Smith Barney

Phoenix
Christenson Wealth Management LLC
GenSpring
The Wealthy 100

San Francisco Bay Area
Chrysalis Capital Group LLC
Cypress Wealth Advisors
Hewins Financial Advisors LLC
Navigation Group Inc.
Morgan Stanley Smith Barney (Shane Brisbin)
Mosaic Financial Partners Inc.
Strategic Global Investment Services
The Myers Law Firm P.C.
White Law P.C.

About Worth

Worth addresses the relevant financial, legal and lifestyle issues unique to high net Worth individuals. From stories about dynamic wealth creators to expert advice on wealth management, the magazine is organized into three chapters: ‘Make’ focuses on wealth creation and entrepreneurship; ‘Grow’ centers on wealth management and investing, and ‘Live’ highlights philanthropy, lifestyle and passion investing. The brand has undergone a complete transformation with an aim to better enlighten, inspire and serve a select group of high net Worth individuals with an avid interest in the intelligent stewardship of their personal wealth. Featuring a cutting-edge design and compact format and printed on paper typically reserved for books, the magazine is geared to be an elegant, practical and portable resource for dynamic CEOs, entrepreneurs and investors.

Worth is mailed six times a year to a proprietary high net Worth database of 110,000 households in major markets, including: Manhattan, Westchester County, Fairfield County, Boston, Miami, Chicago, Dallas, Houston, Phoenix-Scottsdale, San Francisco and Los Angeles. The exclusive Worth database was developed over a one-year period in consultation with leading database experts. The magazine is also available on a limited basis at select newsstands with a cover price of $18.95 and via Sandow Media’s exclusive network of 60 Sandow-owned newsstands at leading private airports nationwide.

About the Worth Management Team

The publisher of Worth is Patrick D. C. Williams (formerly of The Economist and Conde Nast Portfolio); Richard Bradley (formerly of 02138 and George) is Editor in Chief, and Alison C. Parks (a veteran of Worth and formerly of Robb Report, Esquire and Southern Living) serves as General Manager.

About Sandow Media

Founded by Adam I. Sandow in 2002, Sandow Media is a leader in building multi-channel, vertically integrated luxury brands online and in print. The Company’s foundation is built on identifying underserved markets, creating indispensable resources and building influential consumer publications and online properties. Sandow Media’s flagships include the powerhouse beauty brand NewBeauty and Luxe Interior + Design, the nation’s largest network of luxury home magazines, which incorporated Western Interiors & Design earlier this year. In June 2009, Sandow Media re-launched Worth, a high-end wealth management magazine for high net Worth individuals and their advisors. Earlier this month, Sandow Media also re-launched Watch Journal (formerly InSync), the premier watch enthusiast publication. With offices in New York, Florida and Texas and over 170 employees nationwide, Sandow Media produces more than 60 publications annually, handles more than 150,000 e-commerce retail transactions per year and generates over a half million unique visitors per month to the company’s online properties. For more information, please visit http://www.sandowmedia.com.