Triad Advisors, Inc. Partners with Gitterman & Associates Wealth Management, LLC
NORCROSS, Ga.--()--Triad Advisors announced today that Gitterman & Associates Wealth Management, LLC has become affiliated with Triad. Gitterman & Associates is a full-service, SEC-registered investment advisor and financial planning firm with over $700 million in total client assets. Jeffrey Gitterman, managing principal, founded Gitterman & Associates in 2000.
Gitterman & Associates provides comprehensive asset management, estate and retirement planning solutions for individuals as well as colleges and universities. Using an objective, customized planning process, coupled with a high-touch service model, Gitterman & Associates applies the most advanced techniques and tools available to help clients plan for both retirement and the education of their children.
“After careful consideration and more than a year of research, it became clear that Triad Advisors was head and shoulders ahead of its peers. We’ve been looking for a serious partner to help grow our firm and only Triad Advisors has the depth in the Hybrid marketplace that we need to be a competitive force in the BD and RIA space,” said Jeffrey Gitterman.
About Triad Advisors:
Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE Amex:LTS), is an independent broker/dealer and Registered Investment Advisor headquartered in Norcross, GA. Triad offers a broad menu of products, services and total wealth management solutions to over 500 independent financial advisors located throughout the country. The advisors affiliated with Triad are dedicated to providing superior service and objective financial advice in order to help their clients achieve their financial goals. As the broker/dealer, Triad provides back office solutions to support advisors in all aspects of their practice, including customer service, account processing, compliance, products and technology. Since its inception in 1998, Triad has been one of the fastest growing broker/dealers in the industry recognized in numerous industry publications. For more information, please visit www.triad-advisors.com.
About Gitterman & Associates Wealth Management, LLC:
Gitterman & Associates Wealth Management, LLC is located in Woodbridge, NJ. Their mission is to help their clients create and preserve assets through a consultative process, designed to make the most appropriate recommendations based on individual needs, goals and risk temperance. They have a long history of building long-term relationships based on integrity and trust and are 100% dedicated to providing clients with financial stability in the advice and products they offer, and value and responsiveness in the service they provide. For more information on Gitterman & Associates, please visit www.gawmllc.com.