SOURCE: Orgel Wealth Management

Orgel Wealth Management

July 08, 2014 11:04 ET

Orgel Wealth Management Named a FT Top Investment Advisor

EAU CLAIRE, WI--(Marketwired - Jul 8, 2014) -  Orgel Wealth Management, an employee-owned, independent investment advisory firm based near Eau Claire, Wisconsin, has been named to the inaugural 2014 Financial Times 300 Top Registered Investment Advisers List. This accolade comes less than one year after the launch of the firm by six partners including long-time leading financial advisor Mark Orgel.

The 2014 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Serving individual investors, trusts, foundations, retirement plans, and corporations, Orgel Wealth Management is comprised of a team of experienced senior advisors who are specialists in wealth management, retirement plan consulting, mergers & acquisitions/business consulting, and financial planning. The firm's roots extend back to 1984 when Chairman and Founder Mark Orgel began his career at with R.W. Baird.

"At Orgel, every day we strive to create a different kind of investment advisory practice; one based on academics, ethics, integrity, and transparency," said Mark Orgel. "Most important to all of us is our relationship with our clients. We're honored to be named to the FT 300 and will use the award to inspire us to continue to earn and keep our clients' trust as we evolve."

Contact Information

  • For more information contact:
    Liz O'Donnell
    Double Forte (on behalf of Orgel Wealth Management)
    lodonnell@double-forte.com
    617-365-7172