GWA Selected as One of Top Wealth Managers 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.
To be considered for the 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 Dallas, Texas, with branch offices in Corsicana, Houston and Snyder, Texas, 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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