Top Wealth Manager 2017 as Published by D Magazine
October 20, 2017
FOR IMMEDIATE RELEASE
DALLAS, TEXAS – Global Wealth Advisors (GWA) announces their nomination in the November 2017 D Magazine’s “Best Of” edition, as one of the top wealth managers for 2017. According to GWA President Kris Maksimovich, “Our team is honored to have been selected by D Magazine as one of Dallas’ top wealth management firms for the 3rd year in a row. It’s humbling to be recognized for providing a service to our clients that helps them plan for and achieve that which they care about most.” GWA has been named by D Magazine as a top wealth manager in DFW since 2015.
Top Wealth Manager Details
To be considered for D Magazine’s list, firms must have minimum AUM of $50 million and a per client average AUM of $750K; a client retention rate of 93% for the last two years; no current disciplinary actions; at least five years of experience; and, they must hold themselves out as a fiduciary when managing their clients’ assets. For 2017, 50 firms were up for consideration and 25 were named to the list (or 50% of nominated firms).
Founded in 2008, GWA is a financial advisory firm offering boutique wealth management and financial planning. Headquartered in Lewisville, Texas, with branch offices in Dallas, Houston, and Midland, Texas, and Pittsburgh, Pennsylvania, the GWA team has developed and refined a process to help clients retire when they want to, or get to a “work-optional” lifestyle, through a unique planning and wealth management process called the 3P Approach©.
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