We are pleased to announce that AlphaCore Wealth Advisory has been named a finalist for the 2023 Family Wealth Report Awards in the “Outstanding Contribution to Wealth Management Thought Leadership” category.
As in previous years, the winners of the tenth annual Family Wealth Report Awards will be determined by an expert panel, utilizing independence, integrity and genuine insight as the watchwords for their judging process. This year’s panel consists of more than forty judges, including family office professionals, private bankers, trusted advisors, consultants and other service providers, and is conducted in a way that minimizes conflicts of interest.
“Our team at AlphaCore Wealth Advisory has been committed to sharing our best-of-both-worlds approach of incorporating alternative investments into portfolios paired with sophisticated wealth planning strategies,” comments AlphaCore Wealth Advisory Founder and CEO Dick Pfister. “We held more than 20 webinars, hosted numerous events and published commentaries frequently, all with the goal of educating investors about protecting their wealth during times of volatility and uncertainty. It’s an honor to have our efforts recognized.”
The results of the 2023 Family Wealth Report Awards will be announced at the Mandarin Oriental Hotel in New York on May 4, 2023. To learn more about these annual awards, please click here.