Cleveland based firm, Capital Advisors, Ltd. announces Neil R. Waxman, CFP® is included in Robb Report Worth Magazines: The Nations 100 Most Exclusive Wealth Advisors, as announced in the January 2004 edition.
Cleveland, OH (PRWEB) March 29, 2004 -- Waxman is a Managing Director of Clevelands well recognized and highly regarded wealth management firm, Capital Advisors, Ltd. Capital Advisors provides wealth management services, which establishes and integrates investment, tax, estate, retirement, and business succession planning in the affluent market, primarily in Ohio, Florida, and California. Delivering well developed, objective, and independent financial solutions on a sophisticated, yet clear, proprietary platform has been the hallmark of Capital Advisors. Waxman states: Our clients distinguish us by saying that we work with them, rather than for them. We are their Personal Chief Financial Officer, and present their financial affairs in a comprehensive and consolidated fashion, as if they were a business; because often times they are."
Regarding what sets Robb Report Worth Magazines: The Nations 100 Most Exclusive Wealth Advisors apart Robb States: they are the cream of the crop of their profession". All have demonstrated profound dedication to their clients well-being." They go on to say, These specialists share a common, yet decisive trait: the ability to blend technical financial expertise with integrity, empathy, and a keen understanding of human behavior in order to provide a high level of service to discriminating clientele."
Robb Report Worth sites an independent study that summarizes it best: These clients are looking for relationships characterized by a sense of collaboration, rapid task management, a transparency regarding fees and services, and high-touch personal service." Waxman describes this as giving clients what they want, along with what they didnt know they could have, how they want it, and how they want to pay for it: predetermined, reasonable, and transparent".
Robb Report Worth is a magazine recognized for providing financial news information and perspective to Americas most affluent individuals and families. Robb Report Worth completes a thorough analysis of each advisers client services and solutions, results, overall approach, and history.
Aside from the abovementioned, Waxman distinguishes himself as an independent Board Member of several corporations, a Board Member of several Not-For-Profit Organizations, and through substantial service to other civic organizations. Waxman has been consistently recognized nationally as a leader in the financial services industry.
Waxman adamantly maintains that this acclaim is really about all of the firms members, and reflects upon the teams commitment to Capital Advisors Guiding Principles, Our success is a direct result of the efforts of every single member of this firm."
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