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Meet The RIA Interview with Armando Ureña

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Great to see Armando Ureña join Jenna Dagenhart for this Asset TV segment to chat about Snowden Lane’s philosophy, investment approach, and long-term growth trajectory! Click through below for the full segment! Meet The RIA: Snowden Lane Partners

Seven Snowden Lane Partners Advisors Honored as 2024 Forbes Best-In-State Wealth Advisors

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NEW YORK–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that seven of the firm’s financial advisors have been named to the 2024 Forbes/SHOOK Best-In-State Wealth Advisors list. “It’s always humbling to be recognized by a quality publication such as Forbes” The sixth annual iteration… View Article

Snowden Lane Partners Adds Industry Veterans Ron Zuckerman and JP McManus; Announces 15th Office in Boca Raton

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Snowden Lane Has Opened Three New Offices and Recruited 12 Advisors in 2023 December 14, 2023 10:30 AM Eastern Standard Time BOCA RATON, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Ron Zuckerman and John Paul (“JP”) McManus have joined the… View Article

Snowden Lane Partners Continues Recruiting Momentum with Addition of the Gherardi Group

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Industry Veterans, Christian Silva Lima Gherardi and Pedro Pelaez, will Join Snowden Lane’s Growing Coral Gables Office December 01, 2023 09:46 AM Eastern Standard Time CORAL GABLES, Fla.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Christian Silva Lima Gherardi, an industry… View Article

Snowden Lane Partners Honored with Fourth Consecutive Appearance on the Barron’s Top 100 RIA Firms List

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September 26, 2023 09:55 AM Eastern Daylight Time NEW YORK–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it has been included on the Barron’s list of the Top 100 Registered Investment Adviser Firms, which showcases the top independent RIA firms nationally. “It’s… View Article

Should You Postpone Retirement? What Advisors Say.

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Armando Ureña recently sat down with Andrew Welsch of Barron’s to discuss a key question that is top of mind for many clients: Should you postpone retirement? Click through the link below for Armando’s perspective on the importance of multiple sources of retirement income. Should You Postpone Retirement? What Advisors Say.

Snowden Lane Partners Builds On 2022 Momentum, Adds New Advisor Team

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Led by Thomas Conway, The Conway Group Is the Third Team to Join the Firm In Recent Weeks   NEW YORK–(BUSINESS WIRE) — Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Fieldpoint Private Managing Director and Senior Advisor, Thomas Conway, has… View Article

RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney

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Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies. By Mark Bruno Listen Here As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent… View Article

457 plans: The retirement option for nonprofit and government workers

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A 457 plan is a type of deferred compensation plan for workers in the government and nonprofit sectors. It allows employees to set aside a portion of their earnings, push back taxes on that income, and grow their money in the process. “It’s part of the retirement plan family,” says Frank Murillo, partner and managing… View Article