We are pleased to announce that bet9游戏平台 财富管理 Advisors, LP (SDWMA) has been named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors (NAPA) for the third consecutive year.
的 2022年NAPA顶级DC顾问团队 List highlights the nation’s leading retirement plan advisor firms. 与其他列表不同, this focuses on teams having at least $100 million in defined contribution (DC) plan assets under advisement and is based on self-reported assets under advisement as of December 31, 2022.
NAPA was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. 有关NAPA的更多信息可在 www.napa-net.org.
NAPA members like SDWMA are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans. It is a great honor for SDWMA to be listed in this regard by NAPA.
To our clients, friends, and colleagues, thank you for your continued trust and confidence in SDWMA. If you know someone that we could be of service to, please do not hesitate to this announcement or our email address, sdwealthmanagement@su-de.com.
关于施耐德财富管理
bet9游戏平台 财富管理 has been providing investment and retirement services since 2000. 尽管我们的bet9平台游戏平台在不断发展, commitment to our clients remains our first priority. Our service is tailored to your individualized goals but built on the fundamental principles of our practice: fiduciary guidance, 收费透明和基于目标的决策. 要了解更多信息，请访问我们专门的 财富管理 页面.
bet9游戏平台 财富管理 Advisors, LP (SDWMA) is a registered investment adviser with the U.S. 美国证券交易委员会(SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, 而且这不能被理解为投资, 税务或法律建议. 请注意，个别情况可能有所不同. 因此, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.
