I am honored to have been selected to attend the leadership forum in an exclusive academic setting.
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 Frank T. Patzke attended the LPL Financial Annual Advisory Leaders Forum, held July 9 – 11, 2013 at the Massachusetts Institute of Technology (MIT) in Cambridge, MA. 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.
“I am honored to have been selected to attend the leadership forum in an exclusive academic setting,” said Patzke. “Listening to keynote speaker, Noble Prize winner, Dr. Robert Merton, gave me insights into clients’ unique ‘social capital’ building and networking skills.”
About Guidant Wealth Advisors
Your Goals, Our Guidance
Guidant Wealth Advisors, now celebrating its 20th anniversary, offers responsive, knowledgeable and unbiased guidance to assist you to make sound decisions about your 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 your unique financial needs and specialize in wealth management for individuals and families with assets of one million to ten million.