I attribute my inclusion in the Worth Top 250 to a commitment to world-class service, continuing client education, integrity and uncompromising investment discipline.
Feasterville, PA (PRWEB) October 19, 2008
Scott E. Holstein, founder and CEO of Prudent Wealth Management, Inc., in Bucks County, Pennsylvania has been included in Worth magazine's annual list of the Top 250 wealth advisors in the country.
"I am honored to be named one of the elite wealth managers in the country and to represent the many firms in the New York and Philadelphia metro areas," said Mr. Holstein. "I attribute my inclusion in the Worth Top 250 to a commitment to world-class service, continuing client education, integrity and uncompromising investment discipline."
Holstein's focus is on financial, retirement and estate planning, providing portfolio advisory and other financial services to his individual and corporate clients through Walnut Street Securities, Inc., as a Registered Representative and Investment Advisory Representative. He holds several security registrations including the series 7, 8, 24, 63, and 65 along with his insurance licenses. Holstein holds a B.S. in Accounting from Pennsylvania State University.
Each year, the editors of Worth magazine recognize an elite group of wealth managers for their expertise, integrity, insight, trustworthiness, and commitment to client needs. The list of top wealth managers is the result of months of extensive research and represents the very finest that the wealth management profession has to offer.
Rigorous selection criteria and methodology were used to determine the Top 250. They include: an extensive survey requiring educational credentials, client retention, outlook on investment climate and model portfolio returns; professional histories and experience, professional designations; length of time in the profession, as those in the business longer understand the marketplace better; an analysis of client relationships and customer service; client portfolio performance and insights into the current investment climate, including client returns given today's volatile market and investor wariness, investment
strategies and future predictions.
Prudent Wealth Management, Inc., offers clients personalized financial
solutions and provides professional and knowledgeable advice in many areas of financial services including retirement, financial, and estate planning. The firm is located at 221 W. Street Road, Feasterville, PA 19053.
For more information please visit http://www.scottholstein.com.
For more information contact:
Susan Shultz, Office Manager