Private Ocean Wealth Management has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of the overall industry.
“The WealthManagement.com Thrive Awards is unlike any other recognition program,” said WealthManagement.com editor-in-chief David Armstrong. “Rather than acknowledging AUM or profitability, it recognizes advisors who are on the way up— those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. We believe revenue growth is a metric that demonstrates advisor success in providing services of real value to clients and prospects, and key to building a sustainable business for the future. The WealthManagement.com Thrive Awards list is a publicly visible testament to that success.”
To qualify for the WealthManagement.com 2019 Awards Thrive list, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions.
“We are honored to be recognized on the WealthManagement.com Thrive list,” said Greg Friedman, CEO and Co-Founder. “Private Ocean has experienced an incredible evolution over the past two years, and we are excited to use this thoughtful growth and expansion to better serve our client’s needs. The future is certainly bright – and we look forward to finding new and better ways to do what we do best – helping people live happy, fulfilling lives through financial independence.”
About the WealthManagement.com Thrive Awards
The WealthManagement.com Thrive Awards is an annual program designed to celebrate America’s fastest-growing advisors. Companies, individuals and teams are all eligible to participate in the program, which honors advisors and firms who have demonstrated remarkable revenue production over a three year period.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Ocean, LLC [“Private Ocean”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Private Ocean. Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for review upon requestor at www.privateocean.com. Please note: Private Ocean does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Private Ocean’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please also note: If you are a Private Ocean client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.