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Press Release
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Salient Wealth Management Named to Forbes List Goldline Research Says Firm One of the Most DependableT In Northern California San Rafael, CA - August 16, 2007 - Salient Wealth Management, founded in 1983 and headquartered in San Rafael, has been selected by Goldline Research as one of the Most Dependable™ Wealth Managers in Northern California. The list is scheduled to be published in August by Forbes Magazine. “This honor is another testament to our philosophy of employing an academic and research-based model for our investments,” said Richard Stone, CEO and founder of the firm. “We draw on highly quantitative research from the best economic minds in academia around the world, as well as from professional economists. ”The inclusion in the Forbes list is another honor for Salient and Stone. Stone has been named one of the Top 100 Wealth Advisors in the U.S. by Worth Magazine five of the last six years. During 2007, he was named one of the Top Three Investment Advisors in the San Francisco Bay Area and the highest ranked in Marin County by the San Francisco Business Times, and on the national list of top wealth managers in Wealth Manager Magazine . “We are pleased to have Salient Wealth Management on this list” said Ryan Kluft, publisher of Goldline Research. He also said, “The firm exceeded all of our industry criteria and had outstanding client references.” More than 1300 Wealth Managers were contacted to complete the questionnaire. About Salient Wealth Management Salient Wealth Management (www.salientwealth.com) is one of the oldest privately-held wealth management firms in the Bay Area. Founded by Richard Stone, a 38-year veteran of the investment business, Stone established the company in Marin County in 1983. Salient currently has more than $450 million in assets under management and serves a clientele of Northern California executives and their families with a minimum of $2 million to invest. About Goldline Research Goldline Research is a list research and publishing company specializing in investigating the credibility and performance of companies in a variety of professional services industries for selective inclusion in their published The Most Dependable™ lists. Goldline Research works closely with leading professionals in professional services industries to develop criterion for each industry, which forms the basis for its selection process. In order to be selected to a Most Dependable™ list, firms must meet all of Goldline Research’s industry criteria, have no consumer complaints, lawsuits or disciplinary actions and provide client references that are checked and scored based on a proprietary scoring system. |