TAG Advisors is continuing to expand its leading national network of financial professionals with the addition of Frieden Wealth Management, a Virginia Beach-based firm managing approximately $500 million in client assets.
Greg Raines, CEO of TAG Advisors, said Frieden is a natural fit for the company. “Frieden is exactly the kind of firm we work with best – an independent organization that wants to thrive.”
“TAG Advisors’ collaborative mindset impressed us. I like that the executives of the company do not work with clients directly. They are totally focused on making things better for us,” explained Frieden’s president Ross Winfield, noting that his firm has been operating since 1928. “I believe joining our 20 financial and insurance professionals to their network of more than 400 will enable us to do an even better job for the families and businesses we care for.”
Winfield said TAG Advisors offered them the kind of “community” they were looking to partner with to help them grow and acquire other practices.
“During our conversations, TAG Advisors never pressured us. They focused on answering our questions. They wanted us to feel as comfortable about them as they felt about us. I think this will be a great partnership,” he added.
Raines agreed, commenting, “when I first spoke with Ross, the family feel came across right away. I admire their commitment to local charities and I think they do a great job for clients. They want to thrive and they want the same for their community.”
For more information about TAG Advisors and how it can help you thrive, go to www.TAGAdvisors.us or email swershing@TAGAdvisors.us
TAG Advisors is a national community of over 400 thriving independent financial professionals across the country, with over $14 Billion in assets under advisement. The management and staff of TAG Advisors represents decades of experience in all facets of financial services.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research 4Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and TAG Advisors and its subsidiaries are separate entities.