Newly Formed RIA Selects Goldman Sachs Advisor Solutions as Custodian of Choice
Fort Lauderdale, Florida, January 3rd, 2023 – Fiori Financial Group today announced the launch of a newly created independent registered investment manager. The company selected Goldman Sachs Advisor Solutions as its custody service provider.
Fiori Financial Group migrates all client assets from Raymond James Financial Services to Goldman Sachs’ custody platform for independent registered investment advisors (RIAs).
Fiori Financial Group is led by partners Margaux FioriCDFA®, and Scott Varangeli, AIF ® has 44 years of experience in the industry. Serving as a multi-family office style firm, the company joins a team of experienced professionals to support the evolving investment and comprehensive planning needs of high net worth clients.
“After evaluating our options, we found that Goldman Sachs Advisor Solutions covered everything we were looking for in a custody relationship. The Char Platform will give you access to some of the most sophisticated wealth management solutions on Wall Street.We feel the sky is the limit, so we are committed to continuing to raise the bar for our clients. I’m excited,” he said. Margaux FioriCDFA®, CEO, and 2020, 2021, 2022 Forbes State Best Wealth Advisor and Forbes Top Female Wealth Advisor.
together, Margaux Fiori When Scott Varangeli Over the past 18 years, we have built a company that puts family and loyalty at the heart of our client relationships. “We are eager to embark on the next chapter of Fiori Financial Group with our clients. Scott Varangeli“Our relationship with Goldman Sachs Advisor Solutions will help us strengthen our client relationships while supporting our strategic growth.”
“Goldman Sachs advisor solutions are built to give independent advisors access to institutional-level products and services. Bill Dalton, Head of New Business, Goldman Sachs Advisor Solutions. “We share Fiori Financial Group’s passion for client success and are excited about the future of our relationship.”
About Fiori Financial Group
Head office location Fort.Lauderdale, FloridaFiori Financial Group is an SEC-registered investment advisory firm with a foundation built on family and values and an ongoing vision of relationships rooted in trust. Award-winning advisor and modern family office offering personal wealth management services, wealth preservation, tax incentive strategies, 401(k) and customized retirement planning, risk management and wealth planning services to high net worth individuals. increase.
/PR Newswire — January 3, 2023/
Source Fiori Financial Group