Clifton-Pfeiffer Private Wealth Management is joined by WT Wealth Management as partner.
This is the 16th team to join Clifton-Pfeiffer Private Wealth Management
Online PR News – 19-May-2014 – London – WT Wealth Management’s Andrew Tins and Terry Walberg join Clifton-Pfeiffer as Partners and Partner-Managing Directors.
Their team specializes in investment planning, retirement planning, and strategies for concentrated stock positions and stock options.
We take great pleasure in welcoming Andrew, Terry and the WT Wealth Management team to the Clifton-Pfeiffer family,” said Alexander Clifton II, President of Clifton-Pfeiffer.
“With the support of our sophisticated operating infrastructure and cutting-edge technology platform WT Wealth Management is poised for even greater growth in the London market.”
The WT Wealth Management team currently manages approximately $300 million in assets.
"Clifton-Pfeiffer’s innovative business model represents the best of both worlds for WT Wealth Management and our clients: independence backed by the support of a leading national financial services firm.
As partners at Clifton-Pfeiffer, we gain access to a unique platform that blends sophisticated wealth management advice with innovative technology so we can provide our clients with an unobstructed view of the financial marketplace." - Terry Walberg, WT Wealth Management Managing Director.
Director of Public Relations
Clifton-Pfeiffer Private Wealth Management