ATLANTA, Nov. 18, 2014 /PRNewswire/ -- Triad Advisors, Inc. today announced that the Wealth Management Group of North America, LLC ("WMGNA") has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform. WMGNA oversees client assets of approximately $130 million, as of October 1, 2014, offering counseling in all financial matters. Triad Advisors is a leading independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS).
Nathan Stibbs, Senior Vice President of National Business Development at Triad Advisors, said, "We are delighted to welcome WMGNA to Triad Advisors. Like Triad, which specializes in accommodating the needs of hybrid RIA independent advisories, Brian Beck and Daniel Friedman have built a highly successful business by recognizing that it is in their firm's best interests to take exceptional care of their clients' needs above all else. We look forward to helping them augment their product offerings, facilitate the expansion of their scope of services, and increase the growth of their practice."
WMGNA with offices in Farmington, CT and Delray Beach, FL provides comprehensive financial advisory services to a select client base of high-net-worth individuals and families. According to Daniel J. Friedman CEO, "Investment advice is crucial, but there are many other financial decisions that have a major impact on a person's financial landscape. Certainly understanding an individual's investment goals is a central component but all financial decisions are interconnected as almost all financial matters affect your taxes. We encourage our clients to contact us on every issue that have a financial impact, such as, is now the best time to sell our business, do we have enough to retire and how should we be transitioning our wealth to our next generations. All our advice is provided in an unbiased, conflict-free environment."
About the Wealth Management Group of North America, LLC
Wealth Management Group of North America, LLC, was founded in 1995 by CEO Daniel J. Friedman and President and CFO Brian Beck. The firm has been in business for over 19 years and specializes in: working with small business (from start-up to M&A to family office), assisting corporate executives with issues surrounding stock options, restricted stock, deferred compensation and other non-qualified benefits, and dental and specialized medical practices.
WMGNA provides clients with unbiased strategic wealth planning from an independent team of professionals including CPAs, lawyers, bankers, insurance professionals and money managers. The firm's trademarked planning process, True Success Plan™, focuses on accumulating wealth to fulfill personal passions, letting clients enjoy achievements while ensuring the proper transfer of wealth to future generations.
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management. Recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs from 2010-2014 by Investment Advisor Magazine). Triad Advisors is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.
SOURCE Triad Advisors, Inc.