GAAM Wealth Advisors Affiliates With Industry Leader and Registered Investment Advisory Firm
KINGSPORT, Tenn., Oct. 10, 2014 /PRNewswire/ -- The advisors at GAAM Wealth, an independent investment and wealth management firm based in Kingsport, TN., are excited to announce their alignment with Carson Institutional Alliance, a partnership of professional advisory firms across the United States. GAAM has had a longstanding, professional relationship with Founder and CEO of Carson Institutional Alliance, Ron Carson, for over 20 years. CEO of GAAM, Pamela Corrigan, actually modeled GAAM's client service philosophy after Carson's many years ago. Ron is considered one of the top advisors nationwide and is certainly one of the most successful. He was ranked #7 Independent Advisor in the U.S. by Barron's* and was also ranked #1 among all advisors at LPL Financial for 23 consecutive years! Registered Rep chose Ron as the #1 Independent Advisor in the country for the fourth year in a row.* In addition, Ron has been profiled in numerous industry publications and is a regular contributor to CNBC. He has also co-authored several financial books. GAAM Wealth Advisors has consistently been ranked as one of the top three Advisor firms in Tennessee and Pamela Corrigan is ranked in the top 40 women advisors in the United States.*
GAAM will continue to do business as an independent firm just as it does today – but now has the strength of this alliance with 13 other firms by its side, which includes many other well-known advisory firms around the country.
"GAAM has had a long history of a consulting relationship with Ron Carson and is pleased to now formalize and expand the relationship which will greatly benefit our clients," said Pam Corrigan, CEO of GAAM Wealth Advisors. "Some of the immediate benefits of this partnership which are available to clients include increased access to the resources of a firm which oversees over $4.3 billion in assets under advisement,* fee/cost reduction, technology improvements, greater transparency, additional investment options & strategies, improved high net-worth planning and succession planning."
This affiliation was prompted by GAAM's continued growth and its commitment to providing the highest value, best solutions and superior service for its clients. "We realize that the marketplace is demanding more and more from advisors. We want to continue to provide superior customer service and value to our clients and this partnership will give us more resources than ever before to do precisely that," said Corrigan.
"GAAM shares our commitment to providing trust, transparency and accountability to clients and our firms were built on the same culture – a philosophy that puts the client's best interest above all else," said Ron Carson. "This strategic alliance made sense for both firms so together, we can revolutionize the financial services industry."
About GAAM Wealth Advisors
GAAM Wealth Advisors is a comprehensive wealth management firm based in Tennessee and Virginia with over 21 years of experience in the financial services industry. GAAM clients include individuals, multi-generational families, foundations, endowments and retirement plans. GAAM maintains long-term relationships with clients; many are celebrating 20 years with their firm. GAAM Wealth Advisors employs an integrated, 360-degree approach designed to provide clients with a comprehensive wealth management solution. Clients may utilize a single component of our wealth management services, such as Retirement Income Management, or take advantage of the full breadth of services. GAAM Wealth Advisors is a source of education for its clients and community. The GAAM team works together with the goal of providing clients with the best portfolios available. They're transparent about fees and believe you have the right to know what you are paying for their services.
For more information, please visit http://www.gaamwealth.com/ or contact the GAAM team at (423) 247-8840.
*Barron's Magazine, August 2013 issue. The ranking, as identified by Barron's, reflects the volume of assets under management by the advisor and his team, revenues generated for the firm, and the quality of practice and philanthropic work.
*LPL awards based on revenues 1989-2012.
*Registered Rep magazine award based on assets under management, 2011.
*Barron's award based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work, 2014.
**Please note that the amount of CWM, LLC's Assets under Advisement is considerably larger than the amount of the firms regulatory Assets under Management. Assets under Advisement include regulatory Assets under Management reported in CWM, LLC's Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC's regulatory Assets Under Management can be found in Item 5.F of CWM, LLC's Form ADV I, available at http://www.adviserinfo.sec.gov.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CWM, LLC, a registered investment advisor. CWM, LLC and GAAM are separate entities from LPL Financial.
SOURCE GAAM Wealth Advisors
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