Round Table Services Announces New Brand, New Website

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Round Table Services, LLC, one of the country’s leading independent, fee-only Registered Investment Advisors (RIAs), is pleased to announce its new Name– Round Table Wealth Management and new website – http://www.roundtablewealth.com. Round Table was founded in 1999 and has grown to serve the investment management and financial advisory needs of affluent individuals and families globally under a Multi-Family Office Services platform.

Steven Giacona

“I am very proud to say that we have built a team of experienced professionals who are dedicated to serving the financial needs of families in the most objective way possible” says Steven Giacona, the founding Partner and Managing Member of Round Table.

New York, NY (PRWEB) December 23, 2014 – Round Table Services, LLC announces its name change to Round Table Wealth Management and the launch of its new website http://www.roundtablewealth.com. As the firm celebrates its 15th Anniversary, the new name and website reflect the firm’s growth and position it to meet the future demands and complexities of global investors. The changes at Round Table reflect the demand for new technology and highlight the firm’s deep technical expertise within the wealth management industry.

By changing its name to Round Table Wealth Management and launching a new Website, Round Table continues to evolve to meet the changing needs of its clients. “Investors are becoming more sophisticated in their use of technology,” says Ushir Shah, Partner and Chief Operating Officer at Round Table. “The new website is designed to work across different types of mobile devices and provide clients with a secure access point to their accounts,” says Shah.

In addition to new technology, investors are looking for advisors who understand their unique needs. The wealth advisory team at Round Table consists of experienced professionals with deep technical expertise in the issues that are important to various groups of affluent individuals and families. Clients with international issues, divorced and widowed spouses, law firm partners, and family businesses owners each have unique needs related to wealth management and are some of the distinct groups that Round Table specializes in serving. “Each of our advisors specializes in a particular niche or type of client. This allows us to add value and sets us apart from other firms” states Richard Freeman, Partner and Wealth Advisor at Round Table.

Round Table was founded by Steven Giacona 15 years ago on the principle that families needed a trusted advisor who had the objectivity, experience, and technical skills to navigate the complex financial landscape on their behalf. According to Robert Davis, Partner and Chief Investment Officer at Round Table, “our dedicated investment team evaluates investment managers on a global basis. We work with our wealth advisors to identify the specific risk/reward profile and investment opportunities that are best suited to each individual investor.”    

Although the name has changed, Round Table’s mission remains the same. The firm is committed to protecting and enhancing personal wealth by providing objective, tax efficient advisory services and developing meaningful long-term relationships with its clients and professional networks. “I am very proud to say that we have built a team of experienced professionals who are dedicated to serving the financial needs of families in the most objective way possible” says Steven Giacona, the founding Partner and Managing Member of Round Table. “During the past 15 years, I have seen tremendous change and growth in the RIA industry. Our new name and website represent the evolution of our firm and position us to serve the on-going needs of our clients for many years to come.”

Round Table Wealth Management is a leading independent, fee-only Registered Investment Advisor (RIA) with offices in New York, New Jersey, and Connecticut. Round Table operates as a Multi-Family Office with approximately $1 billion in assets under management (as of December 2014) and serves clients throughout the US as well as internationally. Founded in 1999 by Steven Giacona, Round Table offers a wide range of advisory services and investing solutions that are tailored to the specific needs and requests of each client.

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Ruth Flynn Raftery
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