We take great pride in our high level of customer service and the delivery of customized long-term investment and wealth solutions for our clients.
NEW YORK (PRWEB) October 15, 2020
Williams Jones Wealth Management (“WJWM”), an SEC-registered investment adviser and wealth management firm with offices in New York City and Palm Beach, Florida, was recently named to AdvisoryHQ’s 2020 Best Financial Advisors in NYC list.
Williams Jones is led by a senior team of partners and portfolio managers who have, on average, 35 years of investment industry experience and oversee more than $9 billion in client assets under management.
This recognition, as one of the best financial advisors in New York City, comes as the wealth management firm is well into its fourth decade of operations. WJWM primarily focuses on advising high-net worth and ultra-high net worth clients on long-term investment and wealth strategies. Utilizing sophisticated portfolio management, research, trading and client reporting systems, the WJWM team of portfolio managers, financial analysts and certified financial planners provides customized and comprehensive investment and wealth management services to private clients and not-for-profit organizations, such as endowments and foundations, across the country.
“We take great pride in our high level of customer service and the delivery of customized long-term investment and wealth solutions for our clients,” said Tom MacCowatt, WJWM Partner and Senior Portfolio Manager. “This has afforded us opportunities in recent years to promote new partners, grow our team and expand our footprint to Florida. Making this list is a recognition of our Firm’s consistent growth over time.”
AdvisoryHQ uses a comprehensive review system that ranks the top financial advisors across the country every two years. The company’s geographic lists of the best financial advisors are broken down by fee-only and fee-based firms, and then firms are rated by key factors, such as service offerings and experience levels. AdvisoryHQ highlighted WJWM for its tailored portfolio approach, partner longevity and the team’s ability to bring focus and clarity to financial planning to help clients achieve their future goals.
###
About Williams Jones Wealth Management
Williams Jones Wealth Management (“WJWM”) is an SEC-registered investment adviser with offices in New York City and Palm Beach. The firm provides personalized investment and wealth management services to high-net and ultra-high net worth clients, endowments and foundations and has expertise in the individual selection of equities, fixed income securities and alternative investments. For more information about Williams Jones, please visit https://www.williamsjones.com.