KeatsConnelly Selected as One of the 2012 Top Wealth Advisors in Arizona

June 11, 2012 - PRLog -- PHOENIX, AZ – [June 25, 2012] – KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dream of a cross-border lifestyle, was ranked by The Phoenix Business Journal and the National Association of Board Certified Advisory Practices (NABCAP) among the Top Wealth Advisors in 2012.  Now in its second year, the Arizona’s Ranking Premier Advisors special section will appear in the Business Journal’s June 29th issue.

The NABCAP Board of Directors’ key focus is to attend to the needs of the investing public.  NABCAP’s multi-step verification process employs independent resources, to ensure an objective report on the precision and uniformity of advisory practices.  The methodology utilized by the National Association of Board Certified Advisory Practices is unique in distinguishing financial advisors in that it is predominantly objective, not subjective.  

Companies selected for this honor have been evaluated by the NABCAP on twenty categories within a financial management practice.  The partnership between The Phoenix Business Journal and the National Association of Board Certified Advisory Practices was created in order to provide both advisors and investors with a guide that carries a trusted standard of excellence, to help in navigating within the Financial Services Industry.

“It is an honor to rank among top firms by such a prestigious organization as the  NABCAP and to be included in the Phoenix Business Journal’s exclusive annual list,” said Robert F. Keats, President of KeatsConnelly.  “It’s a true testament to our ongoing commitment to providing the best service with the highest integrity and ethics.”

KeatsConnelly’s placement in Arizona’s Ranking Premier Advisors section can be viewed in the Phoenix Business Journal issue to be published on June 29, 2012.

About KeatsConnelly

KeatsConnelly is the largest and most experienced Canada-U.S. cross-border wealth management firm in the United States specializing in assisting Canadians and Americans living a cross-border lifestyle.  We help simplify the lives of high net worth Canadians living and working in Canada and the United States by providing complete and customized cross-border tax, financial planning and investment management services to assist our clients in realizing their dream of a cross-border lifestyle.  With offices in Phoenix, AZ, Boynton Beach, FL and Calgary, AB, Canada we are cross-border experts.  For more information, please visit www.keatsconnelly.com.