Spraker, Fitzgerald, Tamayo & Moisand Ranked Top Firm by Wealth Manager Magazine
Melbourne, Fla. August 21, 2006 The sixth Annual Wealth Manager rankings published this month include wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, named a top firm by Wealth Manager magazine. The list ranks the leading independent financial-advisory firms based on asset value as of December 2005. Wealth Manager magazine has named Spraker, Fitzgerald, Tamayo and Moisand as a top firm every year since it began the rankings. Just shy of $200 million in assets under management, Spraker, Fitzgerald, Tamayo & Moisand grew approximately 14 percent in 2005.
This year's list includes 439 registered investment advisory firms, ranked by average client relationship size and compared with 500 qualifying firms from last year. As a group, the top Wealth Manager firms saw their total assets increase significantly in 2005.
"While managing our clients' assets, we guide them toward their financial goals from beginning to end," says Dan Moisand, Certified Financial Planner and principal of Spraker, Fitzgerald, Tamayo & Moisand. "Regardless of the intricacies involved, we strive relentlessly to protect our clients' interests from conflict. The added security we provide has been, and will remain, our primary benefit."
To qualify for ranking, firms had to be registered investment advisors with their own IARD/CRD numbers, offer financial-planning services, and have more than 50 percent of their client base consist of "individuals" or "high-net worth individuals" as defined by the Securities and Exchange Commission.
About Spraker, Fitzgerald, Tamayo & Moisand, LLC
Spraker, Fitzgerald, Tamayo & Moisand, LLC serves families with individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers estate planning, investment management, cash flow and income tax strategies and retirement planning. They operate out of offices located in Maitland and Melbourne and can be reached at 407-869-6228 or online at www.SprakerFitzgerald.com.
| Melbourne Office: 6767 N. Wickham Road Suite 400 Melbourne, FL 32940 Tel: 321-253-5400 Fax: 321-757-3344 |
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