The Fitzpatrick Group of Wells Fargo Advisors named as one of Forbes 2024 Best-in-State Wealth Management Teams
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The Fitzpatrick Group of Wells Fargo Advisors has been selected to the Forbes Best-in-State Wealth Management Teams for 2024. The Fitzpatrick Group consists of Edward Fitzpatrick, CFP®, Senior Vice President- Investments, Andrew Fitzpatrick, CFA, Financial Consultant, their father John Fitzpatrick, Financial Consultant, and Dawn Benzinger, Senior Client Associate. Together, they have over a century of investment experience. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed. “It’s an honor ts to develop strategies to give them confidence to help them achieve their short- and long-term investment goals.”o be recognized by Forbes as one of the top wealth management teams for 2024,” said Edward Fitzpatrick, CFP®. “As investment planning has become more complex, our priority is to work with our client |
The Fitzpatrick Group Hosts Investment Panel at The Club at Strawberry Creek
The Fitzpatrick Group of Wells Fargo Advisors hosted an Investment Panel at The Club at Strawberry Creek on May 1, 2024. Edward Fitzpatrick, CFP®, Financial Advisor, served as moderator. Panelists included Carrie Nichols, Partner, with Fiduciary Management and Mike Wachter, CFA, Lead Fixed Income Portfolio Manager with Madison Investments.Topics covered included the economy, stock markets, interest rates, and more.
“I believe everyone enjoyed hearing different views on the economy and markets,” said Edward. “Most importantly, I think everyone had fun and learned a few things.”
A 50 year history with multi-generational client relationships…
Since our team was founded by John Fitzpatrick in 1965, we’ve seen remarkable changes, such as multiple market cycles and economic shifts, as well as major milestones in our lives and those of our clients.
But some things stay the same – such as providing sound, time-tested investment guidance around our client’s objectives. Through this time, whether it be an individual investor, family, or institution, we are proud to boast a remarkable client retention rate.
“Many of our client relationships with The Fitzpatrick Group go back generations. We believe these relationships are a testament to the trust level that we have earned with our clients.”
– Edward Fitzpatrick, CFP®
But some things stay the same – such as providing sound, time-tested investment guidance around our client’s objectives. Through this time, whether it be an individual investor, family, or institution, we are proud to boast a remarkable client retention rate.
“Many of our client relationships with The Fitzpatrick Group go back generations. We believe these relationships are a testament to the trust level that we have earned with our clients.”
– Edward Fitzpatrick, CFP®