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July 2010

Jacksonville-Based LBA Ranked Among Nation’s Top Wealth Management Firms

Posted July 28, 2010

LBA Wealth Management One of Only Fifteen Wealth Management Firms in Florida and the Only Firm in Jacksonville to Make the List

 

Jacksonville, FL – LBA Wealth Management was recently recognized as an industry leader in the U.S. by Wealth Manager magazine. Based on Wealth Manager’s comprehensive survey on wealth management firms, LBA Wealth Management is ranked among only fifteen other firms across the State of Florida and is the only Jacksonville firm on the list of highly regarded wealth managers.

“We are proud to be recognized, for the second year in a row, as an industry leader among the most successful and respected wealth management firms in the nation,” said David Albaneze, Chief Investment Strategist for LBA Wealth Management. “We continuously strive to nurture the personal relationships we have built with our clients, as it is our firm belief that these relationships solidify the trust and confidence they have in our team.”

 

The tenth annual Top Wealth Manager Survey focuses on the nation’s largest independent wealth management firms and this year received 348 surveys on a variety of topics, including client relationships, services offered, and assets under management (AUM). LBA Wealth Management’s national ranking is supported by its AUM averaging over $1.2 million per client for a total of more than $207 million at the end of last year. The firm’s ability to meet the expectations of all types of clients, to maintain a team of talented professionals and to continually improve operations and technology have secured LBA’s position as an industry leader.

 

Established in 2008, LBA Wealth Management includes financial planning services and investment portfolio management to high net worth individuals, small businesses, trusts and families. For more information on LBA Wealth Management, please visit www.LBAWealth.com.