Give us a call, we’re hear to help you.
Call toll free: 1.800.640.6013
Napa Wealth Management Selected as One of The Most Dependable™ Wealth Managers of Northern California
Napa, CA, July 27, 2008 - Napa, CA, July 29th, 2008: Napa Wealth Management formerly McCuen Investment Group has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers of Northern California for 2008. The list of the Most Dependable™ Wealth Managers of Northern California is scheduled to be published in the August 11th issue of Forbes Magazine.
“We were elated to find out that we have been selected to this distinguished list of wealth managers. The most gratifying aspect of this selection process was the generous words of praise we received from our clients. It’s fulfilling to know that they are excited to be here,” said George McCuen, President, Napa Wealth Management.
“Napa Wealth Management truly distinguished itself during our evaluation of the industry,” said Allen Scott, Research Director, Goldline Research. “The firm met or exceeded every expectation we have for holistic, client-centric firms.” Over 232 Wealth Managers were evaluated during the selection process and the response was overwhelming.
Napa Wealth Management was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every fifty clients, median assets under management of $115 Million and an average of 22 years of experience. Mr. Scott further elaborated, stating that Napa Wealth Management, Incorporated stood apart from the other candidates that were evaluated because of the strength of their client references.
Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research’s Most Dependable™ designation demonstrate a commitment to service unparalleled in their industry.