Northpoint Wealth Management Captures Number One Ranking
Gene Bishop, President of Northpoint Wealth Management, LLC reports that “Boomer Market Advisor” Magazine has named Summit Brokerage Services as the Number One Ranked Independent Boutique Broker Dealer in the Country. Bishop’s firm, Northpoint Wealth Management, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA& SIPC, and advisory services offered through Summit Financial Group Inc., a registered investment advisor.
Bishop states that this ranking reinforces that their alignment with Summit Brokerage Services, Inc. allows his firm to offer excellent wealth management services to their clients. He relates the current trends from the Wall Street Journal Online that this is extremely important as the “branded” firms are seeing 90 percent of clients taking money away, and 70 percent are planning to leave their firm altogether. This compares to a meager 29 percent of boutique firms losing clients in this economic climate. There is a shift to independent boutique firms that can provide personalized wealth management services. For more information, call Gene Bishop at (918) 518-5910..
Updated 11-24-2008
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