Press Release
Zeller Kern Private Wealth Management Inc. is chosen by Sacramento Magazine as a 2010 Five Star Wealth Manager.
This distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services. The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. The distinction is not based on sales volume but on how consumers and financial services industry professionals have evaluated their experience in working with that individual.
Zeller Kern Private Wealth Management Inc of Gold River California is named by Wealth Manager Magazine as one of the “Top Wealth Manager’s of 2009”.
Zeller Kern Private Wealth Management is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses. Wealth Manager selects their “Top Wealth Manager’s” based on a firm’s growth in 2008 (or decline), their average three-year growth, their AUM per staff, and the AUM per client.
Zeller Kern Private Wealth Management Inc. of Gold River California is named by Financial Advisor Magazine as one of their “Top RIA Ranked Firms.”
Financial Advisor Magazine ranking requires a firm must be registered investment advisors and provide financial planning and related services to individual clients. Firms must be either independently owned or be a freestanding subsidiary of another business. Discretionary and nondiscretionary assets under management as reported on Form ADV determined total assets rank.