Montage Financial Group Achieves Top Recognition in Wealth Management

Montage Financial Group Recognized as a Top Wealth Management Team

UBS Wealth Management US recently announced that the accomplished Montage Financial Group has earned a prestigious position on Forbes America's Top Wealth Management Teams Private Wealth list for 2024. With an impressive rank of #34 nationally, this dedicated team stands out in the competitive financial services landscape, emphasizing their expertise in helping clients navigate their wealth management needs effectively.

Highlights of Their Achievements

This remarkable recognition is a testament to the hard work and commitment of the team members: Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller, and Jeff Nemechek. Michael Gatewood, Midwest Market Executive, praised their efforts, stating, "These talented advisors are deeply committed to providing comprehensive wealth management guidance tailored to the unique needs of their ultra-high net worth and high net worth clients. Their success showcases their exceptional advisory capabilities across diverse financial challenges."

Expertise and Experience

Montage Financial Group has a wealth of experience guiding multiple generations of sophisticated families, senior executives, and entrepreneurs. The team believes in fostering trusted, long-lasting relationships with their clients that are built on education and collaboration, ensuring that each individual receives tailored advice that suits their unique financial landscape.

The Forbes SHOOK Ranking Process

The annual Forbes SHOOK Top Wealth Management Teams Private Wealth recognizes 100 leading teams managing cumulative assets approaching $1.2 trillion. The selected teams primarily focus on accounts with $10 million or more, although they may service related household accounts that have lower thresholds. The meticulous ranking process employed by SHOOK Research incorporates both quantitative and qualitative research methods, including interviews and data analysis, to evaluate and rank these teams.

Montage's Notable Client Commitment

Montage Financial Group's commitment extends beyond mere financial management. Their dedication to educating clients about their financial options and fostering an atmosphere of collaboration ensures a personalized experience that resonates with their high-caliber clientele. This approach has positioned them as trusted advisors in their field, enabling them to maintain robust relationships with their clients.

UBS - A Global Leader in Wealth Management

UBS itself is a leading global wealth management firm based in Switzerland, providing a wide array of asset management solutions and focused investment banking services. Following the acquisition of Credit Suisse, UBS has expanded its operational scope, managing approximately 5.7 trillion dollars in invested assets as of the most recent quarter. Their global presence spans over 50 markets, empowering clients to achieve their financial goals through tailored advice and innovative solutions.

Montage's Future Outlook

With this recent accolade, Montage Financial Group and UBS are well-positioned to continue their journey of excellence in wealth management. Their commitment to personalized client service, combined with their experience and market insights, ensures that they will remain at the forefront of the industry, capable of addressing the evolving needs of their clientele.

Frequently Asked Questions

What recognition did Montage Financial Group recently receive?

Montage Financial Group was named to Forbes America's Top Wealth Management Teams Private Wealth list for 2024, achieving a national rank of #34.

Who are the key members of Montage Financial Group?

The team is led by Private Wealth Advisors Jonathan Beukelman, Michael Chudd, Mark Geist, Jeremy Keller, and Jeff Nemechek.

What criteria does Forbes use for its rankings?

Forbes' list is compiled by SHOOK Research using a combination of quantitative and qualitative data, including team interviews and performance metrics.

What type of clients does Montage Financial Group serve?

Montage Financial Group primarily serves ultra-high net worth and high net worth clients, providing tailored guidance on complex financial matters.

How large is UBS as a wealth management institution?

UBS manages approximately 5.7 trillion dollars in invested assets, making it one of the largest financial institutions globally.

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