wealth advisor News


News items related to wealth advisor as issued by the Send2Press Newswire service on behalf of the noted news source.


Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois

WARRENVILLE, Ill., Feb. 26, 2021 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The Solaris Group, LLC Joins Klingenstein Fields

NEW YORK, N.Y., June 18, 2019 (SEND2PRESS NEWSWIRE) — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.