For Immediate Release
Contact: Jessica Tiller or Ray Weiss
443.621.7690 or email@example.com
NEWPORT NEWS, VA (12/15/16) – PBMares Wealth Management, LLC – a registered investment advisory firm – was awarded the 2016 Achievement Award by the BAM Alliance for opening the most $1 million and above accounts across all of BAM member firms. This is the second time PBMares Wealth Management has won the award and is also the first time that a member firm has won for two consecutive years.
PBMares Wealth Management is a subsidiary of PBMares, LLP – a leading accounting and business-consulting firm serving clients nationally and internationally. PBMares Wealth Management is a member of the BAM Alliance, a community of more than 140 independent wealth management firms located throughout the United States.
“We couldn’t be more proud of the whole team for working hard to provide outstanding advice and service to our clients,” said Rob Klingensmith, Director of Wealth Management for PBMares Wealth Management, LLP.
“The PBMares Wealth Management philosophy of investing is distinctive. Rather than actively trading or attempting to time the market, we rely on decades of academic research and follow a evidence-based investment strategy for our clients,” continued Klingensmith.
About PBMares Wealth Management, LLC
PBMares Wealth Management, LLC, a wholly owned subsidiary of PBMares, PLC, is a Registered Investment Advisory firm providing affordable, fee-only investment advice and asset management using the world’s leading no-load passive asset-class funds. PBMares Wealth Management consists of talented and experienced Certified Public Accountants, Certified Financial Planners, and registered investment advisors who have strong business and investment experience. The team specializes in customized investment management and financial planning for high net worth individuals, retirement plans, not-for-profit organizations, endowments, corporations and institutions. More information is available online at www.PBMaresWealth.com.
About PBMares, LLP
PBMares, LLP is an accounting and business consulting firm serving U.S. and international clients, with offices in the Mid-Atlantic. A Top 100 Firm as determined by INSIDE Public Accounting, the firm unlocks opportunity for clients using the right balance of industry, specialty and general business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, and owner-managed/corporate financial consulting.
In addition, the firm provides additional services through its affiliates: Artifice Forensic Financial Services, LLC, a financial consulting division specializing in fraud investigations and forensic accounting; PBMares Wealth Management, LLC, a registered investment advisor; and TMDG, LLC, a national healthcare consulting firm specializing in medical claims audits. More information is available online at www.pbmares.com.
About the BAM ALLIANCE
The BAM ALLIANCE is a community of more than 140 independent wealth management firms located throughout the United States. Detailed information regarding the BAM ALLIANCE’s distinct approach to wealth management along with an array of published articles, educational materials and links to live events throughout the country may be found at www.TheBAMAlliance.com.