For Immediate Release
Contact: Jessica Tiller or Ray Weiss
443.621.7690 or firstname.lastname@example.org
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, managing 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 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.