We were recognized for our assets under management and our services offered.
Palatine, IL (PRWEB) August 13, 2013
Guidant Wealth Advisors, a financial services firm specializing in wealth management and holistic fee-based financial plans, is pleased to announce that they were recognized in Financial Advisor magazine’s July 2013 RIA Survey & Ranking. To be recognized in this ranking and survey, a firm must be an independent RIA that offers financial planning services and file assets under management though the SEC. The ranking is based on asset growth for the firm and for clients, asset amount per client, assets under management for the firm and number of clients. Since opening its doors to Chicago’s northwest suburbs in 1993, Guidant has served as vigilant guides assisting clients to make sound decisions about their wealth and legacy.
Frank T. Patzke, CFP® is the President at Guidant Wealth Advisors, a Registered Investment Advisory firm. Based in Palatine, Illinois and serving the surrounding communities including: Arlington Heights, Barrington, Northbrook and a nationwide client list, the firm is comprised of eight individuals and serves over 250 clients.
"We are happy to be included in this year’s RIA Survey & Ranking," said Patzke. "We were recognized for our assets under management and services offered."
About Guidant Wealth Advisors
Your Goals, Our Guidance
Guidant Wealth Advisors, now celebrating its 20th anniversary, offers responsive, knowledgeable and unbiased guidance to assist clients to make sound decisions about their financial life. Our expertise is in more than wealth management and investment asset allocation. We provide holistic fee-based financial planning from income tax reduction strategies and comprehensive insurance reviews to education, estate and retirement planning.
We are sensitive to each client’s unique financial needs and specialize in wealth management for individuals and families with assets of one million to ten million.