Millennium Trust Enhances Real Estate Alternative Investment Solutions With Acquisition of Accruit
Latest move accelerates company's ability to provide clients tax efficient solutions with proprietary and easy-to-use online technology that facilitates real estate 1031 exchanges Millennium Trust...
Michael S. Schwartz, CFP, AEP Receives Forbes’ Best-in-State Wealth Awards 2023 Recognition
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been...
Millennium Trust’s Auto Portability Functionality Ready for Client Testing in June
Millennium Trust Company, LLC, a leading provider of health, wealth, retirement, and benefits solutions, today announced it soon will offer optional auto portability functionality for...
CrossleyShear Wealth Management’s Partners, Evan Shear and Dale Crossley, Once Again Named to Forbes Best-in-State Wealth Advisors List
CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that CrossleyShear founding partners Evan Shear and Dale Crossley...
TruChoice Launches New Online Calculators
The 2 diagnostic calculators give financial professionals added insight when developing retirement solutions for clients TruChoice Financial Group, LLC (TruChoice), one of the largest distributors...
Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program
Brokerage Houses, RIAs, Private Banks & Family Offices Will Now Have Streamlined Access to Welton's Institutional Quality Investment Solutions Through iCapital's Leading Fintech Platform Welton...
Whittier Trust Welcomes New Senior Vice President, Sharon Perlin
SEATTLE, WA / ACCESSWIRE February 14, 2023 / Whittier Trust hires Sharon Perlin as Senior Vice President and Client Advisor with their Seattle and Portland...
Centurion Wealth Management, LLC Named One of the Top Vote Getters in Arlington Magazine’s 2023 Best of Arlington
Appearing in the Top Financial Planner/Advisor category. Centurion Wealth Management, LLC has been named one of the Top Vote Getters in Arlington Magazine's 2023 Best...
Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate
Magnus Financial Group LLC ("Magnus") is pleased to announce that Chase Wickenheiser has joined the firm as an Associate. Chase partners with his clients to help...
TruChoice Opens 2023 With Annual Climb Conference
The practice management event featured two keynote speakers, peer-to-peer sharing, and the launch of an exclusive new online calculator TruChoice Financial Group, LLC, one of...