Jacksonville-Based LBA Ranked Among Nation`s Top Wealth Management Firms

Mon Jul 13, 2009 1:56pm EDT
 
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LBA Wealth Management One of the Top-Five Wealth Management Firms in Florida and
Highest-Ranked Firm in Jacksonville
JACKSONVILLE, Fla.--(Business Wire)--
LBA`s new affiliate, LBA Wealth Management, was recently recognized as an
industry leader in the U.S. by Wealth Manager magazine. Based on Wealth
Manager`s most comprehensive survey on wealth management to date, LBA Wealth
Management is ranked in the 40th percentile nationally and among the top-five in
the state of Florida of highly regarded wealth management firms. 

"We are proud to be recognized as an industry leader among the most successful
and respected wealth management firms in the nation," said David Albaneze, Chief
Investment Strategist for LBA Wealth Management. "Our strong positioning among
wealth management firms in the U.S. and Florida is a result of the personal
relationships we have built and the trust and confidence we have instilled in
our clients." 

The ninth annual Wealth Manager survey evaluated firms on a variety of criteria,
including client relationships and assets under management (AUM). LBA Wealth
Management`s national ranking is supported by its 115 clients having an average
of $1.4 million AUM. The firm`s ability to meet the expectations of all types of
clients, to maintain a team of talented professionals and to continually improve
operations and technology have secured LBA`s position as an industry leader. 

"We strive to maintain and grow client relationships while managing customized
portfolios," said Richard Brock, Chairman of the Board of The LBA Group. "Our
wealth management experts utilize the latest industry research and technology to
craft and maintain financial strategies that allow our clients to achieve their
financial goals and objectives." 

Established in 2008, LBA Wealth Management includes financial planning services
and investment portfolio management to high net worth individuals, small
businesses, trusts and families. For more information on LBA Wealth Management,
please visit www.LBAWealth.com. 

About LBA Wealth Management

LBA Wealth Management is an affiliate of LBA, the largest locally owned and
operated CPA firm in Northeast Florida. LBA offers tax, audit, accounting,
strategic consulting, and litigation support services to private businesses, law
firms, professional service firms, and nonprofit organizations. For more
information about LBA, please visit www.TheLBAGroup.com. 





For LBA Wealth Management
The Dalton Agency
Sean Woodland, 904-858-0604 (m)
swoodland@daltonagency.com



Copyright Business Wire 2009

 

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