NEW YORK, June 20, 2015—Wealth advisors from some of the nation’s top firms (with combined assets under management totaling more than $100 billion) offer tips on a wide variety of relevant topics for high net worth individuals. From new insights on aggregation technology and its benefits, the impact a legislated fiduciary standard will have on your wealth advisor, to advice on how to amicably discuss inheritances with your loved ones, these expert opinions can be found in Worth’s Leading Wealth Advisors special section in the June/July issue of Worth, on newsstands now. Featured topics and essays include:
Altair Advisers LLC
Baldwin Krystyn Sherman Partners
Bank of the West Wealth Management
Bingham, Osborn & Scarborough LLC
Brandon Brokerage Group, an Independent Agency of Transamerica Life Insurance Company
Bruce Gendelman Insurance Services
Capital Wealth Management
CBIZ MHM LLC
Celedinas Insurance Group
CTC | myCFO
Geller Family Office Services LLC
Glowacki Group LLC
Granite Group Advisors
Hallmark Capital Management, Inc.
Horton Private Client Group
Kayne Anderson Rudnick
Little McLeod Valentine Group at UBS Financial Services Inc.
LLBH Private Wealth Management LLC
Marsh Private Client Services
MBAF | Certified Public Accountants and Advisors
Mogil Organization LLC
Momentous Insurance Brokerage
Neuberger Berman Wealth Management
New England Private Wealth Advisors LLC
NFP P&C Private Client Group
Pioneer Financial at Northwestern Mutual – Park Avenue
Private Risk Insurance Agency LLC
Richard P. Slaughter Associates Inc.
Rodriquez Wealth Management at UBS Financial Services Inc.
Shantz Mention Group at UBS Private Wealth Management
Signature Estate & Investment Advisors LLC
Sterling Investment Advisors Ltd.
Stonnington Group LLC, Member FINRA/SIPC
Strategic Financial Group, LLC
The Haverford Trust Company
Tocqueville Asset Management LP
Traust Sollus Wealth Management
UBS Financial Services Ins.
Waldron Private Wealth
The editorial mission of Worth is to educate and engage high net worth individuals with an avid interest in the intelligent stewardship of their personal wealth. Featuring an award-winning design and compact format, today’s Worth is a sophisticated resource for C-suite executives, entrepreneurs and high net worth investors. Worth has an audited circulation of 125,000 and is delivered six times a year to 110,000+ individuals whose net worth exceeds $5 million and to 5,000 wealth advisors whose assets under management (AUM) exceed $200 million. Worth is also available at 250 private airports and select newsstands.
The Worth® Leading Wealth Advisors™ Program is an integrated marketing platform and vetted venue for top wealth, legal and insurance advisors nationwide. Advisors who apply for admission into the program are vetted by Worth and experts at Paladin Advisor Research to help ensure advisor quality. In order to be considered, professionals must be willing to provide complete and full disclosure to investors, so that analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors pay a fee to be included. For more information, please contact email@example.com.