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Porte Brown Wealth Management was recognized for its extraordinary achievements throughout the year at the 2018 1st Global National Conference that took place from Nov. 11–13 at the Omni Louisville. Porte Brown Wealth Management was named a Five Diamond Eagle, which is awarded to firms based on the criterion of the firm’s production volume across all product lines.
“Diamond Eagle firms set themselves apart from the crowd because of their commitment to redefining what it means to be exceptional, consistently demonstrating what it takes to excel in remarkable fashion,” 1st Global Chairman and CEO Tony Batman said. “They are dedicated to the individuals, families and businesses they serve, and they create a precedent for others to follow through their passion and admirable conduct.”
1st Global is pleased to congratulate Porte Brown Wealth Management for reaching Five Diamond Eagle status, deeply appreciates Porte Brown Wealth Management’s devotion to serving its clients through comprehensive financial planning advice and commends Porte Brown Wealth Management on its continued progress and accomplishments.
In keeping with the level of excellence demonstrated by Diamond Eagle firms, the theme of 1st Global’s National Conference 2018 was “Redefining Exceptional.” Diamond Eagle firms live out this theme every day in their offices by differentiating themselves in the marketplace, pacesetting firm growth and leading the charge on in delivering an extraordinary client experience.
1st Global enlisted the wisdom of a handful of key speakers to share their experiences and insights on significant trends that drive markets and the significant opportunities created by them. Speakers included Shawn Achor, Harvard researcher and positive psychology expert; Sally Hogshead, “New York Times” bestselling author, researcher and creator of The Fascination Advantage®; Wade D. Pfau, PhD, CFA®, professor of retirement income at The American College and founder of the Retirement Researcher; Robert C. Doll, CFA®, senior portfolio manager and chief equity strategist, Nuveen Asset Management; Jeff Bush, principal of The Washington Update; and Ronald J. Baker, founder of VeraSage Institute.
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global is a research and consulting partner that provides CPA, tax and estate planning firms with the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. Around 350 firms have chosen to affiliate with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.
While Porte Brown Wealth Management does enjoy receiving recognition and awards from its peers, Ron and the team know that any acknowledgment they receive is truly secondary in nature to how their clients feel. Everyday the team strives to offer the best service they can for their clients. In fact the dedication they provide for their clients is only matched by their desire to give back to the community they call home. Most recently the team volunteered an hour of their time at the Elk Grove Park District Spin-O-Thon. The team rode nearly 85 miles to help raise money for athletic scholarships. It was a great time for an even better cause. Check out the photos to see what the team has been up to lately!
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.