The Newly Fashioned RIA Selects Goldman Sachs Advisor Options as Custodian of Selection
FORT LAUDERDALE, FL, January third, 2023– Fiori Monetary Group introduced the launch of its newly created Unbiased Registered Funding Advisor right now. The agency has chosen Goldman Sachs Advisor Options as its custody service supplier.
Fiori Monetary Group will transition all consumer property from Raymond James Monetary Companies to Goldman Sachs’s custody platform for unbiased registered funding advisors (RIAs).
Fiori Monetary Group is led by companions Margaux Fiori, CDFA®, and Scott Verlangieri, AIF ®, who collectively have 44 years of expertise within the trade. Serving as a multi-family workplace type agency, they’re joined by a staff of skilled professionals who assist the evolving funding and complete planning wants of their high-net-worth purchasers.
“When evaluating our choices, we discovered that Goldman Sachs Advisor Options encompassed the whole lot we had been on the lookout for in a custodial relationship. We could have entry to a few of Wall Avenue’s most refined wealth administration options in a digital, open-architecture platform. We’re excited to proceed to lift the bar for our purchasers as a result of now we really feel just like the sky is the restrict,” stated Margaux Fiori, CDFA®, CEO and 2020, 2021 and 2022 Forbes Greatest-In-State Wealth Advisor and Forbes High Ladies Wealth Advisor.
Collectively, Margaux Fiori and Scott Verlangieri spent the previous 18 years constructing a agency that places household and loyalty on the middle of their consumer relationships. “We’re desirous to embark on this subsequent chapter for Fiori Monetary Group along with our purchasers,” stated Scott Verlangieri. “Our relationship with Goldman Sachs Advisor Options helps us elevate consumer relationships whereas additionally supporting strategic progress.”
“Goldman Sachs Advisor Options is constructed to offer unbiased advisors with entry to institutional-grade services and products,” stated Invoice Dalton, Head of New Enterprise at Goldman Sachs Advisor Options. “We share in Fiori Monetary Group’s ardour for the success of their purchasers and are excited for the way forward for our relationship.”
About Fiori Monetary Group
Headquartered in Ft. Lauderdale, FL, Fiori Monetary Group is a SEC-registered funding advisory agency with a basis constructed on household and values and an ongoing imaginative and prescient of relationships rooted in belief. Their award-winning advisors and trendy household workplace present particular person wealth administration providers, asset preservation, tax benefit methods, 401(okay) and customised retirement plans, threat administration and property planning providers to high-net price people.
/PRNewswire — Jan. 3, 2023/
SOURCE Fiori Monetary Group