One of the achievements of this year that we want to share with you is our nomination as a finalist for the Client Relationship Award in the Spear’s Wealth Management Awards.
This is the private client world’s premier awards event that acknowledges entrepreneurs, philanthropists and advisers to HNWs who have exhibited innovation and excellence in the world of private wealth.
Although we did not win, we are extremely proud of this accomplishment and we are even more motivated to continue providing top level service to our valuable clients.
You can view the highlights in the following link. https://awards-wma.spearswms.com/view-on-demand/
Congratulations to all the winners!