Real Assets Adviser’s Post

"The Reynolds, Grindel & Hall Wealth Management Group includes Financial Advisors Jeffrey D. Reynolds, David Grindel CFP® and Jeremy Hall CFP®, who collectively bring nearly 70 years of industry experience to serving clients." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments  

"With a focus on acquiring financial advisory practices managing between $100 million and $500 million in assets, VestGen Wealth Partners offers retiring advisors and their clients a seamless transition while empowering the next generation of advisors through mentorship, resources, and technology." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"The firm, led by Senior Managing Director and founder Eric Lyon, and Senior Managing Director Tom Holly, specializes in wealth management and retirement solutions. Lyon and his team bring nearly three decades of experience, with WEFS offering sophisticated, service-first offerings to help its clients realize their investment goals. The WEFS team of 31 independent advisors and staff members oversees $1.4 billion in assets under management." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"CapTrust Financial Advisors / CTFA.com, the Raleigh, N.C.-headquartered registered investment advisor, has surpassed $1 trillion in total client assets, a big milestone for the independent RIA channel. That includes $220 billion in assets under management, with the rest under advisement." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

"LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from First Republic, now part of JPMorgan Chase." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

"With a history spanning nearly 50 years and $2.5 billion of assets under management, Certified Financial Group, Inc. stands as one of Central Florida’s largest independent financial planning and wealth management firms, serving clients in 28 states." Joe Bert, CFP®, AIF® Aaron Bert, CFP®, AIF® #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"We are continuously humbled, honored, and grateful for the trust our clients place in us," said Rick Poligala, spokesperson for Genesis Wealth Management, LLC. Management. "This milestone is a testament to the hard work and dedication of our entire team, who strive every day to deliver comprehensive financial planning and wealth management services." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Congratulations Gregory Cash R Mitchell Wickham Bradford Bernstein, CFP®, CPWA®, CIMA® Louise Gunderson Ryan M. Long Keith Apton Nick Francia UBS Global Wealth Management #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments

"UBS Private Wealth Management today announced that Dan Chorney has joined the firm as a Managing Director and Financial Advisor in Manhattan. He will be based in the firm’s 1285 Avenue of the Americas office reporting to Market Director Kellie Brady. Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs." "Dan joins UBS from Bernstein Private Wealth Management where he most recently served as a Private Wealth Advisor." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

“Shawn Jiles, M.B.A., C(k)P, CPFA, CRPS, CRPC is a great addition to our Central Florida strategy,” said Matt Kilgroe, President and CEO of Cyndeo Wealth Partners. “He provides deeply customized advice and guidance to help his accomplished clients unwind the complexities that significant wealth frequently entails. Most important, his unwavering commitment to his clients aligns with the approach we take at Cyndeo.” #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate