New York, New York – Keystone Global Partners, a leading wealth management firm specializing in working with technology founders, is proud to announce that it has won the prestigious “Best Private Wealth Manager Under $5bn – Client Service” award at the PAM awards ceremony held on February 9th in New York City.
Often regarded as the “Oscars” of the US private asset management industry, the highly sought-after PAM awards have provided a platform, for over two decades, for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector, to showcase their achievements.
“We are incredibly humbled and grateful to receive this award,” said Peyton Carr, a Partner at the firm. “This recognition is a high five to all the hard work and dedication our team puts into providing excellent client service. We are passionate about helping our clients achieve their financial goals, and this award is a testament to our commitment to providing them with the highest level of service and support so they can achieve their goals and focus on what matters.”
Keystone has built a reputation as a highly specialized financial advisory firm, working with company founders and focusing on investing, tax minimization, and advanced financial planning. Its experienced team works closely with each client to create personalized wealth management solutions that meet their unique needs and goals.
“Congrats to all our industry peers and friends who have also been recognized for their achievements,” added Peyton Carr.
Keystone’s success at the PAM awards comes on the heels of its recent recognition and nominations by the Family Wealth Report (FWR), a leading wealth management industry publication.
For more information on Keystone Global Partners and its services, visit www.keystonegp.com.