For Immediate Release
Contact: Jessica Trzyna or Ray Weiss
443.621.7690 or jtrzyna@weissprassociates.com
Williamsburg, VA (8/18/2011) – Williamsburg-based Witt Mares Financial Vision, LLC has been named to the “$100+ Million Assets Under Management (AUM) Club,” in the annual ranking of successful CPA firms by AUM conducted by Accounting Today.
Assets under management is the gauge used by financial services companies in the investment management business to determine the size of the firm. Firms that make Accounting Today’s list are successful CPA financial planners designated as “Wealth Magnets”.
“This is the third straight year that Witt Mares Financial Vision has made the $100+ Million AUM Club,” says Witt Mares Financial Vision Managing Director David Bush.
According to Bush, “The Witt Mares Financial Vision philosophy of investing is distinctive. Rather than actively selecting investments or attempting to time the market, we rely on decades of Nobel Prize-winning academic research which indicates that passive asset-class investing is the winning investment strategy for maximizing investors’ returns within their tolerance for risk.”
Witt Mares, PLC, a regional accounting and consulting firm serving clients throughout the Mid-Atlantic, is the parent company of Witt Mares Financial Vision.
“Our firm is unique in its ability to combine asset management, financial planning, and wealth strategy services through Witt Mares Financial Vision with Witt Mares’ tax and consulting services,” notes Bush. “That combination allows us to simplify our clients’ complex financial lives so they can focus on the important things in life. We listen to what is important to them and develop a customized plan for their future.”
That holistic approach addresses four intertwined topics: wealth enhancement (which includes investment advisory and asset management services, retirement planning, and education planning); wealth protection (including risk management services); wealth transfer (including trust ands estate planning); and charitable giving.
“The bottom line is that we want our clients to have a positive, long-term investment experience and an advisor relationship built on personal trust and companywide integrity,” Bush concludes.
Witt Mares Financial Vision, LLC serves clients throughout the Mid-Atlantic as a registered investment advisor to individuals, businesses, trusts, and company retirement plans.
About Witt Mares Financial Vision, LLC
Witt Mares Financial Vision, LLC, a wholly owned division of Witt Mares, PLC, is a Registered Investment Advisory firm providing affordable, fee-only investment advice and asset management using the world’s leading no-load passive asset-class funds. Witt Mares Financial Vision consists of talented and experienced Certified Public Accountants, Certified Financial Planners, and registered investment advisors who have strong business and investment experience. This team combines financial, tax and estate planning services with investment advisory services to provide clients with sound recommendations to help them achieve their financial goals and peace of mind.
About Witt Mares, PLC
With a long history dating back to 1979, Witt Mares, PLC is a regional accounting and business consulting firm headquartered in Newport News, VA. The firm also has offices in Fairfax, Richmond, Norfolk, and Williamsburg. Witt Mares provides its clients a broad range of business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, merger and acquisition consulting and investment management.
Witt Mares Financial Vision, LLC is an SEC registered advisor. The Accounting Today’s list of “Top Firms by AUM” is an annual ranking of CPA firms by AUM based upon submission from 186 financial planning practices. Accounting Today magazine is an independent association unaffiliated with Witt Mares Financial Vision, LLC. The ranking is not indicative of an advisor’s performance and is not representative of any client’s experience. Please also read the disclosures included within the article for important information about the survey.
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