LOS ANGELES, March 21, 2019 /PRNewswire-PRWeb/ -- AdvicePeriod, an advisory firm built for advisors, by advisors, was last night crowned Best Wealth Planning firm at the Family Wealth Report Awards 2019. The glittering awards dinner was held at the exclusive Mandarin Oriental, New York.
One of seven firms to be shortlisted in the Wealth Planning category, the triumph is yet another milestone in the company's drive to be recognized as one of the pre-eminent players in the competitive advisory space.
Showcasing the best providers in the global private banking, wealth management, and trusted advisor communities, the awards were designed to recognize companies, teams, and individuals which the prestigious panel of judges deemed to have 'demonstrated innovation and excellence during 2018.'
"We are humbled to even have been considered among the list of nominees for this award and honored to have been recognized as the leader in this category," said Steven Lockshin, AdvicePeriod Principal. "When trying to move completely against the grain, it is often difficult to have your new approach validated by incumbents–particularly in this industry."
ClearView Financial Media's CEO, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to all the winners. He said: "The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants' submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with 'independence', 'integrity' and 'genuine insight' the watchwords of the judging process - such that the awards truly reflect excellence in wealth management."
This award comes on the heels of AdvicePeriod being recognized as the Best Family Office and Innovator of the Year by WealthManagement.com in 2018. The firm has added seven new advisors to its partnership model in 2019 totaling over one billion dollars in expected new assets with more big announcements on the way.
About AdvicePeriod:
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Our mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.
About ClearView Financial Media Ltd ("ClearView"):
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality 'need to know' information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.
SOURCE AdvicePeriod
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