Tag: Wealth Management
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Key Smith Wealth Advisors Clients Provide Seed Funding for TatumTek Factory Development in Lamesa, TX
AUSTIN, Texas — Ron Smith, President and Founder of Smith Wealth Advisors, an independent wealth management firm located at 6836 Bee Caves Road, Suite 272 in Austin, Texas, announced today that a group of the firm’s key clients have funded a land acquisition in Lamesa, Texas, which will serve as the future site for the…
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Conte Wealth Advisors Opens York Office Continuing Expansion
CAMP HILL, Pa. — Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization.
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Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.
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Conte Wealth Advisors Opens Office in Tampa, Florida
TAMPA, Fla. — Camp Hill, Pennsylvania based independent financial services firm, Conte Wealth Advisors, LLC (CWA), has welcomed its first Tampa, Florida advisor, Robert Seaman, to its advisory team.