Once you have engaged the financial advisors of your choice, based on some of the criteria I outlined in Part 1, here is a nine-point checklist to gauge whether your financial advisors are earning their fees. They care more about you and your money than anyone who doesn’t share your last name. They continually confirm… View Article
By: Kevin Guth We are all familiar with the 200-page books handed to clients in annual meetings describing Monte Carlo simulations and other fancy statistics. What can we say? In this business, we tend to make things complicated. The problem is that among the variables of returns, inflation and multitudes of economic scenarios, clients often lose… View Article
Mayo-Bryer Group Lands in Newly Remodeled Bethesda, MD, Client Center NEW YORK, August 1, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that the leaders of the firm’s Mayo-Bryer Group and managing directors, Alex Bryer and Keith Mayo, were named Five… View Article
Snowden Lane Hires Merrill Lynch Advisor By Tim Sturrock July 19, 2016 Independent wealth shop Snowden Lane Partners has hired a financial advisor who had $180 million in client assets under management for Merrill Lynch. Sam DeGennaro joins the firm’s New Haven, Conn. office and specifically joins the advisor team of Kevin Guth and Steven… View Article
Sam DeGennaro merges with Guth / Fordyce Group, now $1 Billion in client assets. Team moves to new, larger premises. NEW YORK, July 18, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that 25-year industry veteran Sam DeGennaro, formerly First Vice… View Article
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Joseph Hubbell Joins as Partner, Managing Director, Merges with Clinton-Pedrena Group NEW YORK, May 16, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Joseph Hubbell has joined the firm from Merrill Lynch and has been appointed Partner and Managing Director… View Article
An adviser who oversaw $100 million at Merrill Lynch has left the wirehouse to join Snowden Lane Partners, the independent firm says Joseph Hubbell is merging his practice with that of two other ex-Merrill Lynch advisers, Jesse Clinton and Phil Pedrena. Together, the New York-based team will rebrand itself as the Veritas Private Wealth Group… View Article
Mayo-Bryer Group moving to dedicated 3,000-SF Bethesda, MD location to accommodate business growth NEW YORK, April 29, 2016 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that the Mayo–Bryer Group has leased new office space in Bethesda, MD. According to Snowden Lane… View Article
A Morgan Stanley advisor left the wirehouse to join Snowden Lane Partners, according to a spokesman for the independent firm. Based in New Haven, Conn., Kieran Doherty joined an existing team at Snowden Lane that manages more than $860 million in client assets, the firm says. The team is led by partners and managing directors… View Article