McKinley Carter Named as "Top Wealth Manager"


08/07/2009

 
 

Wheeling, WV – McKinley Carter Wealth Services ("McKinley Carter"), an independent wealth management firm that develops and implements customized comprehensive wealth management strategies for families, businesses and non-profit organizations, was ranked in Wealth Manager magazine's "2009 Top Wealth Managers" Annual Report.

Bloomberg's Wealth Manager magazine, a national publication geared to the needs of professionals in single and multifamily offices, independent RIA firms, private bankers and independent broker/dealers who practice wealth, revealed their 9th annual ranking of "Top Wealth Managers" in the nation in their July/August 2009 Issue – featuring McKinley Carter among this elite group of firms.

More than 500 firms started this year's 47-question survey, some firms left their surveys incomplete; others completed the survey but did not have the requisite minimum total AUM; a few were ineligible as broker/dealers or banks, and still others were not SEC-registered RIAs -  leaving 407 firms on the ranking list.

The firms within the report were ranked on their growth (or decline) in 2008, their average three-year growth, their AUM per staff, and AUM per client.

McKinley Carter was 1 of only 2 wealth management firms in West Virginia featured on this prestigious list.  With offices in Wheeling and Charleston, West Virginia and Pittsburgh, Pennsylvania, McKinley Carter serves individuals and families in 23 states and four countries.  Their professional team includes people with a broad array of advanced financial experience and credentials in investments, insurance, estate planning, legal, accounting/finance, real estate, business/career planning, retirement planning, and banking services.


 

McKinley Carter Wealth Services ("MCWS") is an SEC registered investment adviser with its principal place of business in the State of West Virginia. MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients.  MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.  This press release is limited to the dissemination of general information pertaining to its investment advisory services. Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein.  Please read the disclosure statement carefully before you invest or send money.

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