Neil Waxman Named in Robb Report Worth Magazine's The Nation's 100 Most Exclusive Wealth Advisors

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Cleveland based firm, Capital Advisors, Ltd. announces Neil R. Waxman, CFP® is once again included in the recently issued Robb Report Worth Magazine: The Nation�s 100 Most Exclusive Wealth Advisors. He is the only advisor in Northeast Ohio to be included this year.

Waxman is a Managing Director of Cleveland’s highly regarded wealth management firm, Capital Advisors, Ltd.

“Vigilant Perspective”, described as “the unwavering commitment to guarding and growing hard-won wealth”, is the chief characteristic which Robb Report Worth Magazine says distinguishes the 100 Most Exclusive Wealth Advisors, from those who are merely competent. Robb Report Worth Magazine completed an extensive survey which included educational credentials, professional designations, client retention, historical investment portfolio returns, and organization structure and skills. Finally, several clients of each nominated advisor were interviewed to offer their perspective on strengths and weaknesses.

Capital Advisors provides wealth management services which establishes and integrates investment, tax, estate, retirement, and business succession planning in the affluent market, primarily in Ohio, Florida, and California. Delivering well-developed, objective, and independent financial solutions on a sophisticated, yet clear, proprietary platform has been the hallmark of Capital Advisors. Waxman says “Our organizational quality and function is based upon collaboration amongst all members of the firm, whereby each team member brings to bear their core competency in a seamless model of execution. This collaboration is the key to providing integrated planning for clients whose affairs are complex and diverse, and is responsible for Capital Advisors being consistently selected to this elite group of advisors: our success is a direct result of the efforts of every single member of this firm.”

Robb Report Worth is a magazine recognized for providing financial news information and perspective to America’s most affluent individuals and families. Robb Report Worth completes a thorough analysis of each advisor’s client services and solutions, results, overall approach, and history. Robb Report Worth states “These clients are looking for relationships characterized by a sense of collaboration, rapid task management, a transparency regarding fees and services, and high-touch personal service.” Waxman describes this as “giving clients what they want, along with what they didn’t know they could have, how they want it, and how they want to pay for it: predetermined, reasonable, and transparent”.

Aside from the abovementioned, Waxman distinguishes himself as an independent Board Member of several corporations, a Board Member of several not-for-profit organizations, and through substantial service to other civic organizations. Waxman has been consistently recognized nationally as a leader in the financial services industry. Waxman adamantly maintains that this acclaim is really about all of the firm’s members, and reflects upon the team’s commitment to Capital Advisors’ Guiding Principles.

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