The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management.
BySergei Klebnikov,
Forbes Staff.
Team Name: Roseate Group
Firm: Wells Fargo Advisors
Senior Members: Robert Vingi, Jr., David McCallum, Howard D. Edwards, Wendy Brewer, Aaron L. Barber
With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio…
Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade…
The Wealth Consulting Group Surpasses $12 Billion in Assets Under Advisement
Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network with over $300 Million in Client…
Wells Fargo launched its AI Teammate for financial advisors managing $2.4 trillion in client assets, part of a $1 billion tech…
Valence Launches Wealth Management Firm Built Around the Client, Not the Advisor
