Worth

Element Pointe Advisors Named Among Top Financial Advisors in Miami by SmartAsset™

Retrieved on: 
Monday, August 10, 2020
Professional services, Consumer, Seniors, Finance, Consulting, Accounting, Financial adviser, Worth, Magazines, Business

Element Pointe Advisors was founded in 2016 to service the complex advisory needs of high net worth and ultra-high worth families through a fee-only advisory model, offering investment management, family office advisory, and financial planning and consulting services.

Key Points: 
  • Element Pointe Advisors was founded in 2016 to service the complex advisory needs of high net worth and ultra-high worth families through a fee-only advisory model, offering investment management, family office advisory, and financial planning and consulting services.
  • The ranking is not indicative of Element Pointe Advisors or any person associated with Element Pointe Advisors future performance.
  • SmartAsset is an unaffiliated, independent third-party and does not endorse the advisory services of Element Pointe Advisors, LLC.
  • Element Pointe Advisors did not participate in SmartAssets review or pay for consideration in its ranking.

ADM Endeavors, Inc. (ADMQ) Receives 2020 Best of Fort Worth Award in the Screen Printing Category

Retrieved on: 
Thursday, July 23, 2020
Fort Worth, Texas, Worth

Fort Worth, Texas, July 23, 2020 (GLOBE NEWSWIRE) -- via NEWMEDIAWIRE -- ADM Endeavors, Inc. (OTCQB: ADMQ) is pleased to announce that its wholly owned subsidiary, Just Right Products, Inc., has been selected for the 2020 Best of Fort Worth Award in the Screen Printing category by the Fort Worth Award Program.

Key Points: 
  • Fort Worth, Texas, July 23, 2020 (GLOBE NEWSWIRE) -- via NEWMEDIAWIRE -- ADM Endeavors, Inc. (OTCQB: ADMQ) is pleased to announce that its wholly owned subsidiary, Just Right Products, Inc., has been selected for the 2020 Best of Fort Worth Award in the Screen Printing category by the Fort Worth Award Program.
  • ADM Endeavors, Inc.s CEO, Marc Johnson, stated that every year the Fort Worth Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category.
  • The winners are determined based on the information gathered both internally by the Fort Worth Award Program and data provided by third parties.
  • The Screen Printing Department utilizes its five screen printing machines to print garments and can produce more than 8,000 units per day.

Accomplished Multifamily Investment Brokers Join The Mogharebi Group

Retrieved on: 
Wednesday, July 15, 2020
Finance, Banking, Professional services, Residential Building & Real Estate, Construction & Property, Worth, Investment banking, Magazines

The Mogharebi Group (TMG), a cutting-edge multifamily investment banking company, announced that two accomplished multifamily brokers have joined its investment advisory team.

Key Points: 
  • The Mogharebi Group (TMG), a cutting-edge multifamily investment banking company, announced that two accomplished multifamily brokers have joined its investment advisory team.
  • Brett Bayless and Scott Koethe , who have been named Senior Vice President, collectively bring over 35 years of multifamily investment and advisory experience to The Mogharebi Group.
  • View the full release here: https://www.businesswire.com/news/home/20200715005266/en/
    Brett Bayless & Scott Koethe - The Mogharebi Group (Photo: Business Wire)
    Brett and Scotts arrival are part of a strategic expansion plan that includes partnering with seasoned advisors who recognize the value of our proprietary 1031 Exchange platform of private high net-worth and exchange buyers, says Alex Mogharebi, President and Founder of The Mogharebi Group.
  • About The Mogharebi Group (TMG): The Mogharebi Group is a brokerage firm specializing in the multifamily property sector throughout California.

Global Wealthy Population Expanded by Over 50% in the Past Decade

Retrieved on: 
Thursday, May 14, 2020
Economy, Distribution of wealth, Wealth concentration, Articles, Ultra high-net-worth individual, Personal finance, Wealth, Net worth, Worth, Economic inequality in the United States, Millionaire, High-net-worth individual

NEW YORK, May 14, 2020 /PRNewswire-PRWeb/ -- Wealth-X, the world's leading provider of data and insight on the wealthy, today released A Decade of Wealth to mark the company's 10th anniversary.

Key Points: 
  • NEW YORK, May 14, 2020 /PRNewswire-PRWeb/ -- Wealth-X, the world's leading provider of data and insight on the wealthy, today released A Decade of Wealth to mark the company's 10th anniversary.
  • This new report takes a look back at the growth of the global wealthy population over the past decade, while also forecasting the trends that will help shape future growth in the coming years.
  • Over this period, growth rates of the global wealthy population and their combined net worth were similar for both very high net worth (VHNW) individuals - those with $5-$30 million in net worth and ultra high net worth (UHNW) - those with $30 million or more in net worth.
  • Wealth-X boasts the world's most extensive collection of records on the world's wealthiest individuals and produces unparalleled high net worth market research.

Wilmington Trust's Sharon L. Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors

Retrieved on: 
Friday, May 1, 2020
Wealth, Worth, Magazines, Investment management

NEW YORK, May 1, 2020 /PRNewswire/ -- Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S.

Key Points: 
  • NEW YORK, May 1, 2020 /PRNewswire/ -- Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S.
  • Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list.
  • Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them.
  • Klein is featured on the list of the top high net worth wealth advisors in New York City.

White Oaks Wealth on Top 12 Best Wealth Managers and Financial Advisors List

Retrieved on: 
Wednesday, April 29, 2020
Worth, Magazines

MINNEAPOLIS, April 29, 2020 /PRNewswire-PRWeb/ -- White Oaks Wealth Advisors is pleased to maintain top rankings in the Advisory HQ list .

Key Points: 
  • MINNEAPOLIS, April 29, 2020 /PRNewswire-PRWeb/ -- White Oaks Wealth Advisors is pleased to maintain top rankings in the Advisory HQ list .
  • White Oaks Wealth Advisors, Inc. is a private, fee-only Wealth Management Firm with offices in Minneapolis, MN and in Sarasota, FL .
  • White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Gulf Coast 500" by Business Observer, "Top 250 Financial Advisors" by Worth Magazine, "Top Dog's" by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.
  • SOURCE White Oaks Wealth Advisors, Inc.

Tiedemann Advisors Appoints Robert Hormats as Managing Director

Retrieved on: 
Monday, March 9, 2020
Consulting, Banking, Professional services, Finance, Distribution of wealth, High-net-worth individual, Worth, Tiedemann, Trust law, Magazines, Investment management, Articles

Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations, and endowments, announced today that international investment and foreign policy expert Robert Hormats is joining the firm as a Managing Director.

Key Points: 
  • Tiedemann Advisors, one of the largest independent U.S. investment and wealth advisors for ultra-high-net-worth families, trusts, foundations, and endowments, announced today that international investment and foreign policy expert Robert Hormats is joining the firm as a Managing Director.
  • As a member of the external Investment Advisory Committee for Tiedemann Advisors and its Zurich-based partner, Tiedemann Constantia, he was able to leverage his expertise and network to shape both firms investment strategy.
  • Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments.
  • Founded in 1999, Tiedemann has nine offices across the U.S. and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware.

Global Very High Net Worth Population Grows to 2.7 million with over $26 trillion in Combined Wealth

Retrieved on: 
Thursday, February 13, 2020
Economy, Distribution of wealth, Economic inequality, Wealth concentration, Ultra high-net-worth individual, Personal finance, Wealth, Net worth, Worth, High-net-worth individual, Wealth in the United States, Millionaire

The Very High Net Worth Handbook 2020 analyzes the world's very high net worth (VHNW) population (those with $5 to $30 million in net worth) revealing significant growth in 2019, rising by 10.2% to nearly 2.7 individuals.

Key Points: 
  • The Very High Net Worth Handbook 2020 analyzes the world's very high net worth (VHNW) population (those with $5 to $30 million in net worth) revealing significant growth in 2019, rising by 10.2% to nearly 2.7 individuals.
  • The VHNW population's combined wealth increased alongside the population, expanding 10.2% to nearly $26.6 trillion.
  • Further key insights from the Wealth-X Very High Net Worth Handbook 2020 include:
    The VHNW population and their combined wealth grew by over 10%: a sharp acceleration in growth from just 1% in 2018.
  • Historically, Wealth-X has focused solely on tracking ultra high net worth (UHNW) individuals - those with a net worth of $30 million or more.

UBS Financial Advisor Ira Walker, Named to Both State and National Forbes Lists of Top Wealth Advisors

Retrieved on: 
Monday, February 3, 2020
Banking, Professional services, Finance, Finance, Companies, Money, Subprime mortgage crisis, UBS, Warburg family, Worth, Steve Lockshin, Robert Pagliarini, UBS Global Wealth Management, UBS

In September of 2019, Forbes Magazine unveiled its annual list of the top financial advisors in the U.S. Ira Walker, founder and head of UBS team, Walker Wealth Management , was ranked #12 on the nationwide Top 250 Wealth Advisors, 2019 list.

Key Points: 
  • In September of 2019, Forbes Magazine unveiled its annual list of the top financial advisors in the U.S. Ira Walker, founder and head of UBS team, Walker Wealth Management , was ranked #12 on the nationwide Top 250 Wealth Advisors, 2019 list.
  • In January of 2020, Ira Walker received a #1 ranking on the Forbes Best-In-State Wealth Advisors, for New Jersey in 2020.
  • Walker Wealth Management is a boutique multi-family office within the Private Wealth Management division of UBS Financial Services, Inc. Ira Walker focuses on managing assets for ultra-high net worth and institutional clientele.
  • He was ranked as New Jerseys #1 financial advisor by Barron's Top 1000 Advisors in the U.S. in 2010 and 2011, state by state ranking and has been included in the Financial Times 400 Top Financial Advisors list for 2019, 2014-2017.

Embrey Partners to Begin Construction On New Fort Worth Multifamily Project

Retrieved on: 
Monday, January 20, 2020
Worth, Magazines

FORT WORTH, Texas, Jan. 20, 2020 /PRNewswire/ --Embrey Partners will begin construction this month on The Elm at River Park, its newest multifamily project in Fort Worth, Texas.

Key Points: 
  • FORT WORTH, Texas, Jan. 20, 2020 /PRNewswire/ --Embrey Partners will begin construction this month on The Elm at River Park, its newest multifamily project in Fort Worth, Texas.
  • The 293-unit property, with an urban contemporary farmhouse design, is just a 10-minute drive southwest from downtown Fort Worth.
  • San Antonio-based Embrey Partners, Ltd., is a diversified real estate investment company that owns, develops, builds and manages market-rate multifamily and commercial assets in targeted markets across the United States.
  • Embrey is one of the leading developers in the multifamily sector, with approximately 6,000 units under construction or in development.