News and Views
News and Views
Press Releases

HBKS Wealth Advisors Announces Promotion of Firm Leaders. (9/9/2016)

Erie, PA - HBKS® Wealth Advisors announced today the promotions of two of its key leaders. Senior Financial Advisors Steven Rinn, CFP, of the firm’s Erie, Penn., office, and David Darwish, CFP, of the Naples, Fla., office have been named Principals.

“We are proud of the accomplishments of David and Steven and look forward to more great things from them in their new leadership roles,” noted Christopher Allegretti, CPA and CEO/HBKS Managing Partner. “We know they will continue to contribute at a high level both as client advocates and representatives, and internally, as mentors to other team members at our firm.”

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HBKS Wealth Advisors voted Southwest Florida’s “best” financial advisory firm in a readers’ choice poll conducted by Gulfshore Business magazine. (7/20/2016)

Fort Myers, Fla. - HBKS® Wealth Advisors was voted Southwest Florida’s “best” financial advisory firm in a readers’ choice poll conducted by Gulfshore Business magazine. The firm was honored for its finish atop its category at the magazine’s annual Best of Business Awards ceremony, July 19, at the Southwest Florida Performing Arts Center.

The 2016 Best of Business Awards was the third such annual poll and event by Gulfshore Business. Over a three-week period starting in mid-April, more than 5,300 readers cast votes for their favorite businesses in 45 categories. Each category produced three finalists and one winner. Gulfshore Business is the leading business publication in the region covering Collier and Lee counties and the cities of Naples, Fort Myers, Estero, Bonita Springs, Marco Island and Immokalee.

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Financial Times Ranks HBKS Among Top U.S. RIAs. (6/16/2016)

HBKS® Wealth Advisors was pleased to be included in Financial Times 2016 Top 300 Registered Investment Advisers for the third consecutive year.

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HBKS Wealth Advisors Completes Merger Agreement with Comprehensive Wealth Solutions. (5/2/2016)

Fredonia, New York - HBKS® Wealth Advisors announced today it has completed a merger agreement with Comprehensive Wealth Solutions (CWS). Under the agreement, the Fredonia, New York-based wealth management firm began operating as HBKS® on April 29, 2016.

“We have been growing very rapidly to the point that we need additional capabilities and support to properly serve our large and disparate client base,” said Principal Jim Arcoraci, CRPC. “We wanted to add depth and breadth to our organization in order to continue to provide the service our clients deserve and that allows us to make a difference.”

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HBKS Wealth Advisors Announces the Signing of a Definitive Merger Agreement with Global Wealth Consultants. (3/2/2016)

Naples, Florida - HBKS® Wealth Advisors announced today the signing of a definitive merger agreement under which Global Wealth Consultants (GWC) of Naples, Fla., will join its multidisciplinary financial services firm.

“We welcome Global Wealth Consultants, which shares our client service philosophy of establishing enduring relationships that serve clients’ best interests,” said Christopher Allegretti, CPA and CEO of HBKS® Wealth Advisors.

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HBKS Wealth Advisors Principal and Senior Financial Advisor Stephen Schramm featured in Treasure Coast Newspaper. (2/22/2016)

HBKS® Wealth Advisors takes a holistic view of working with each individual client. This distinguishes the firm, which has offices in Stuart and other Florida locations as well as in Ohio and Pennsylvania, from many stock brokerage firms, according to Stephen C. Schramm, principal and senior financial advisor.

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HBKS Wealth Advisors Principal and Senior Financial Advisor Dean Piccirillo featured on GoErie.com. (2/21/2016)

Erie native Piccirillo finds success in Florida.

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HBKS’s Director of Asset Management, Brian Sommers, CFA, quoted in The Wall Street Journal. (2/8/2016)

Brian Sommers, CFA - Director of Asset Management for HBKS® Wealth Advisors was quoted in The Wall Street Journal about the rise and fall of liquid-alternative funds.

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HBKS Wealth Advisors Announces “People of the Year” Finalist (1/11/2016)

HBKS® Wealth Advisors is proud to announce that Dean Piccirillo, CFP®, CRPS®, AIFA® has been named one of three finalists for Southwest Florida’s News-Press “People of the Year” award. The program recognizes achievements of people who make a difference in Southwest Florida.

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HBKS Wealth Advisors Announces Latest Rankings Results (8/21/2015)

HBKS® Wealth Advisors was pleased to be included in Accounting Today's 2015 Wealth Magnets survey. The annual study ranks wealth advisory firms affiliated with CPA firms.

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HBKS Wealth Advisors Announces Latest Rankings Results (6/18/2015)

HBKS® Wealth Advisors was pleased to be included in Financial Times 2015 Top 300 Registered Investment Advisers for the second consecutive year.

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“Beyond Financial Planning” - Accounting Today (3/7/2014)

HBKS® principal, Greg Sorce, comments on the challenges of providing wealth management services.

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HBKS Wealth Advisors Announces Latest Rankings Results (6/7/2013)

Erie, PA - HBKS® Wealth Advisors is pleased to announce an upward move in the AdvisorOne Top Wealth Managers’ annual rankings for 2012/2013.

According to the most recent survey, HBKS® is now the 52nd largest independent Registered Investment Advisory firm in the nation.

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HBKS Wealth Advisors Announces Staff Expansion (3/27/2013)

HBKS® Wealth Advisors is pleased to announce two key additions to their staff in separate offices of the Firm.

Joining the team in the Boardman, Ohio office is Kelcie Witmer and Zachary Allegretti is moving over to the Firm’s Pittsburgh office.

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HBKS Wealth Advisors Financial is One of the Top 7 Largest Pittsburgh-Area Regional Money Managers (6/3/11)

The Pittsburgh Business Times ranked the largest Pittsburgh-area regional money managers. Coming in at No. 7 on the list was HBKS Wealth Advisors.

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