Neil Waxman Named In Robb Report Worth Magazine’s The Nation’s 100 Most Exclusive Wealth Advisors
Capital Advisors, Ltd. announces Neil R. Waxman, CFP® is included in Robb Report Worth Magazine’s: The Nation’s 100 Most Exclusive Wealth Advisors, as announced in the January 2004 edition.
Worth Magazine’s The Top 100 Wealth Advisors issue is the culmination of a year of extensive research by Worth’s editorial staff. The editors reviewed hundreds of nominations by readers, as well those provided by executives at private banks, wealth management and investment firms, and industry associations.
In choosing “America's Premier Financial Strategists for Global Investing,” Worth Magazine reviewed nominated advisors’ responses to an extensive questionnaire in which they listed their educational credentials, compensation structure, client retention rate, outlook on the investment climate and model portfolio returns. Those selected for the list devised and executed the most innovative yet appropriate solutions to their clients’ financial problems. According to Worth Editor Douglas McWhirter, honorees “explained their insights clearly, concisely, and with conviction---exactly how they should communicate with their clients.”
Waxman adamantly maintains that this acclaim is really about all of the firm’s members, and reflects upon the team’s commitment to Capital Advisors’ Guiding Principles, “Our success is a direct result of the efforts of every single member of this firm.”
Articles are not written or produced by the named representative and the information has not been verified. There is no guarantee as to the completeness or accuracy of the content. Quotes and remarks have been excerpted from conversations with the interviewer and may have been taken out of context. All remarks are hypothetical in nature and are intended to be informational only. They should not be regarded as investment advice, performance claims or testimonials. This is not a solicitation, recommendation or endorsement of any investment, investment strategy, tax strategy or legal advice. There is no guarantee that any strategies discussed will result in a positive outcome. You should discuss any legal, tax or financial matters with the appropriate professional. All investing involves risk and no investment strategy can guarantee a profit or protect against loss, including the potential loss of principal.
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About the Writers
Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
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Aggregated Portfolio Data as of 12-19-2023.
S&P 500: a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States
Vanguard U.S. Dividend Growers: measure the performance of U.S. companies that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index excludes the top 25% highest-yielding eligible companies from the index.
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