Blog Archives

Haleh Moddasser Named Among InvestmentNews’ Women to Watch

12/16/2020

InvestmentNews has recognized Haleh Moddasser, Partner and Senior Wealth Advisor at Stearns Financial Group, as a 2020 Women to Watch honoree. Moddasser was chosen from several hundred nominations from across the country, for her leadership, contributions and impact in the financial advice industry.

Principle Wealth Partners Welcomes Three Veteran Advisors and Supporting Team Members

12/16/2020

Principle Wealth Partners (PWP) Founder and CEO Robert Paolucci announced that Theresa V. Donatelli, Romaine A. Macomb and J Addison McAraw will be joining the firm as Senior Wealth Advisors. Also joining are their Senior Client Service Managers Ellie Kasimir, Liz Drega and Amy Lawler, all of whom have deep, trusting relationships with long-time clients.

Junto Wealth Releases New Special Report and Educational Video Series

12/16/2020

Junto Wealth released a new Special Report called Using Trusts to Minimize Taxes and Protect Your Legacy. The informational paper highlights the benefits of irrevocable and testamentary trusts and describes how trusts can make families wealthier and healthier.

HawsGoodwin Ranked No. 2 on RIA Channel®’s List of Top 50 Emerging RIA Firms

12/9/2020

HawsGoodwin has been named No. 2 on RIA Channel®'s 2020 Top 50 Emerging RIA List. RIA Channel ranked the firms in this year's listing based on proprietary criteria and data. Rankings are based on both size and growth in assets reported to the SEC as of October 31, 2020.

Fidato Wealth Asks Cleveland-Area Residents and Interested Others to Support Shoes and Clothes for Kids Charity Donations

12/8/2020

Fidato Wealth is once again teaming up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes and school supplies as barriers. Normally, the firm would serve as a drop off location for items like socks, winter hats and gloves to be distributed to local area school children this season. However, in this time of the pandemic, they’ve chosen to help support in a different way through a virtual collection drive.

Oak Wealth Partners to Host Retirement Planning Workshop at Running Hare Vineyard on December 15, 2020

12/4/2020

Oak Wealth Partners, an investment advisory firm specializing in managing employer sponsored retirement plans as well as traditional investments, today announced the launch of their new website and new company logo. The company also continues to hold educational workshops designed to help individuals learn how to better manage their retirement plans.

Haleh Moddasser Named Among InvestmentNews’ Women to Watch

Principle Wealth Partners Welcomes Three Veteran Advisors and Supporting Team Members

Junto Wealth Releases New Special Report and Educational Video Series

HawsGoodwin Ranked No. 2 on RIA Channel®’s List of Top 50 Emerging RIA Firms

Fidato Wealth Asks Cleveland-Area Residents and Interested Others to Support Shoes and Clothes for Kids Charity Donations

Oak Wealth Partners to Host Retirement Planning Workshop at Running Hare Vineyard on December 15, 2020

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