Adam Smith Advisors | News

 Adam Smith Advisors named among the top wealth managers in the 5starcardonly2017Twin Cities

At Adam Smith Advisors, we are very proud of our entire team. We are pleased to announce that ASA Advisors, Kathleen Tranovich, John O’Connor and Keith Tufte were recently named among the top wealth managers in the Twin Cities. Please see the attachment for more details. We take pride in working closely as a team with our clients so that we know their specific needs and advise them in reaching their financial goals. >>more

Chelsea Tufte,  promoted to Associate Advisor at Adam Smith Advisors

Adam Smith Advisor again named among the top wealth managers in the Twin Cities

We are pleased to announce that one of our Senior Investment Advisors, Kevin O’Connor was named a Twin Cities 2014 “FIVE STAR” Wealth Manager by Twin Cities Business Magazine and Mpls.St. Paul Magazine. The list is generated based on overall client satisfaction and created from an independent survey of over 35,000 high net worth clients and financial services industry professionals. Kevin was also selected as a FIVE STAR Wealth Manager in 2011. He joins Keith Tufte as a multiple-year FIVE STAR award winner.

Chelsea Tufte joins Adam Smith Advisors

Chelsea Tufte, Investment Advisor Assistant, will be joining our team in January of 2014. Chelsea will be working with our wealth management team and our clients.

Adam Smith Advisors acquires Wealth Management Services LLC

We are very pleased to share our good news with you. Effective November 1, 2013, Adam Smith Advisors, LLC acquired Wealth Management Services, LLC (WMS). WMS is a wealth management firm and registered investment advisor based in Minneapolis. We welcome the two owners and senior investment advisors of WMS: Doug Forsberg and Janet Pollish, to our team. WMS and ASA’s business attributes align extremely well in that our objectives, investment strategies and business approach are virtually identical. By taking this step, we will be building stronger and deeper wealth management service capabilities and a larger and stronger team to serve clients.

Adam Smith Advisors named among the top wealth managers in the Twin Cities

We are pleased to announce that our Senior Investment Advisors, Kevin O’Connor and Keith Tufte of Adam Smith Advisors, were both named Twin Cities 2011 “FIVE STAR” Wealth Managers by Twin Cities Business Magazine and Mpls.St. Paul Magazine. The list is generated based on overall client satisfaction. Less than 7% of wealth managers were selected for this list. This list was created based on an independent survey of over 35,000 high net worth clients and financial services industry professionals. Wealth advisors were evaluated on customer service, integrity, knowledge/expertise, communication, value for the fee charged, meeting financial objectives, service, quality of recommendations, a clean regulatory record, and overall client satisfaction.

Kathleen Tranovich (formerly Kathleen O’Connor), promoted to Investment Advisor at Adam Smith Advisors

Kathleen is a CFP® (Certified Financial Planner).

STAR TRIBUNE ARTICLE:
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Independent advisers are making alliances and forming networks in order to compete. 

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