MCLEAN,
Va., May 15, 2024 /PRNewswire/ -- Cassaday
& Company, Inc., has been ranked #42 on Barron's Top 250
Private Wealth Management Teams list for 2024. This award
underscores the success of the team that Steve Cassaday, Founder, Chairman & CEO, has
cultivated over the last 31 years.
"To be recognized by an industry authority like Barron's is a
testament to our dedicated staff and integrated wealth management
approach," said Cassaday.
According to Barron's, "Advisory teams are the driving force in
the evolution of the wealth management industry, improving the way
financial advice is delivered." Investors no longer engage with a
single advisor whose primary purpose is to maximize investment
returns, but rather a team of specialists who provide a range of
financial-related services.
"When I abandoned the traditional Wall Street model in 1993 and
founded Cassaday & Co., my vision was a one-stop shop where
nearly everything in a client's life related to their finances
could be orchestrated by in-house, subject-matter professionals,"
said Cassaday.
"Collaboration among our investment, retirement, estate, tax,
education, and insurance professionals produces a plan designed to
comprehensively address all areas of wealth management in an
integrated fashion. The financial planning processes are
interrelated and must be carefully coordinated by a team of
professionals. Our approach also includes consolidation of our
clients' financial affairs, which results in a simplified yet
sophisticated deliverable that provides clarity and makes the
monitoring and management of their wealth much less stressful."
"I am very proud of the team we have assembled and thank our
clients for their continuing trust in our firm."
Methodology
Advisors and their team fill out a
102-question survey about their practice, with a focus on three
major categories: assets, revenue, and quality of practice. In each
category, Barron's does multiple sub-calculations with their
proprietary formula. Barron's receives no fee in exchange for any
of its rankings. This ranking is based on data as of 12/31/2023.
More on Barron's methodology here.
About Cassaday & Company, Inc.
Cassaday &
Company, Inc., is an award-winning independent wealth
management firm in McLean,
Virginia with $5.5 billion in
assets under management (as of May
2024).
Disclosures: Securities offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Investment advisory and insurance services
offered through Cassaday & Company, Inc., a registered
investment advisor not affiliated with Osaic Wealth, Inc.
Contact: Michelle Tigani
tigani@cassaday.com
View original content to download
multimedia:https://www.prnewswire.com/news-releases/barrons-names-cassaday--company-inc-one-of-nations-top-wealth-management-teams-302146972.html
SOURCE Cassaday & Company, Inc.