Erie, PA - HBKS® Wealth Advisors announced today the promotions of two of its key leaders. Senior Financial Advisors Steven Rinn, CFP, of the firms 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.
Fort Myers, Fla. - HBKS® Wealth Advisors was voted Southwest Floridas 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 magazines 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.
HBKS® Wealth Advisors was pleased to be included in Financial Times 2016 Top 300 Registered Investment Advisers for the third consecutive year.
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.
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.
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.
Erie native Piccirillo finds success in Florida.
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.
HBKS® Wealth Advisors is proud to announce that Dean Piccirillo, CFP®, CRPS®, AIFA® has been named one of three finalists for Southwest Floridas News-Press People of the Year award. The program recognizes achievements of people who make a difference in Southwest Florida.
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.
HBKS® Wealth Advisors was pleased to be included in Financial Times 2015 Top 300 Registered Investment Advisers for the second consecutive year.
HBKS® principal, Greg Sorce, comments on the challenges of providing wealth management services.
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.
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 Firms Pittsburgh office.
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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