As the year-end approaches, it offers a strategic opportunity for individuals to review their wealth and estate planning strategies. This is the perfect time to reflect on your financial objectives and align them with your current and future financial commitments. Whether you’re inclined toward philanthropy, planning a business transition, or…

Team Name: Rimmel Mehaffey Pessy Wealth Consulting Group Firm: UBS Wealth Management Senior Members: James W. Rimmel, Daniel J. Pessy Location: Pittsburgh, PA Team Custodied Assets: $2 billion Forbes Rankings: Top Wealth Management Teams High Net Worth, Best-In-State Wealth Management Teams Background: Both Pittsburgh natives, James Rimmel and Daniel Pessy…

Team Name: The Spickler Wealth Management Group Firm: Merrill Lynch Wealth Management Senior Members: Melissa Spickler, Stacey Cassis, Matthew Spickler Location: Bloomfield Hills, MI Team Custodied Assets: $1.5 billion Forbes Rankings: Top Wealth Management Teams High Net Worth, Best-In-State Wealth Management Teams Background: A criminal law major from Michigan State…

Team Name: Wise River Advisors Firm: UBS Private Wealth Management Senior Members: Craig Chiate, Mark Binder, Glenn Oratz, James Chiate, Tony Guinane Location: Los Angeles, CA Team Custodied Assets: $6 billion Forbes Rankings: Top Wealth Management Teams Private Wealth, Best-In-State Wealth Management Teams Background: While Craig Chiate started his career…

Team Name: TSG Wealth Management Firm: Wells Fargo WFC Advisors Senior Members: Mark Schulten, Allen Schreiber, John Szymura, Lori Zorn, Merlin Micken Location: Long Beach, CA Team Custodied Assets: $3.1 billion Forbes Rankings: Top Wealth Management Teams High Net Worth, Best-In-State Wealth Management Teams Background: Mark Schulten started as an…

Team Name: Stephans Van Liew and Oiler Group Firm: Graystone Consulting from Morgan Stanley MS Senior Members: Kristina Van Liew, Linda Stephans, Erik Oiler Location: Chicago, IL Team Custodied Assets: $8 billion Forbes Rankings: Top Wealth Management Teams Private Wealth, Best-In-State Wealth Management Teams Background: Linda Stephans and Kristina Van…

Team Name: Livingstone/Condron Team Firm: Morgan Stanley MS Private Wealth Management Senior Members: Devin Condron, Victor Livingstone Location: Boston, MA Team Custodied Assets: $5.1 billion Forbes Rankings: Top Wealth Management Teams Private Wealth, Best-In-State Wealth Management Teams Background: Both natives of the Boston area, Condron and Livingstone each had trading…

While some of the best-known Nasdaq-100 tech and social media stocks struggle to make higher highs — Apple AAPL , Alphabet, Microsoft MSFT and Netflix NFLX come to mind — these 4 New York Stock Exchange-traded old brand names are already up there at the new 52-week high mark. NYSE…

Spending can be addictive – it can start off as harmless but quickly build before you even realize it. The reasons for spending beyond your control can be varied, and it takes analysis, observation and self-reflection to get to the root of your spending issues. It’s an important task to…

Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When considering estate plans, a crucial concern arises: what if a client burdened with substantial debts or liabilities from their business unexpectedly passes away? Navigating debts of a decedent in estates requires…