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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
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Introduction In the face of retirement, the importance of active and continuous financial planning cannot be overstated. It is a critical step in ensuring that you avoid what could potentially be the biggest mistake of your life – inadequately planning for retirement and the potential need for long-term care costs. This mistake can have significant… View Article
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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.
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Michelle Arpin Begina, a Senior Partner and Managing Director in our New York office, recently delivered her first TEDx Talk. Follow the link below to view Michelle’s compelling presentation about the importance of having sensitive money conversations and how they can improve individuals’ financial well-being. Video Link
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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
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Led by Former Wells Fargo Vet, Tony Esses, The Esses Group Is the Seventh New Team to Join Snowden Lane This Year The Move Will Bring Snowden Lane’s Total Client Assets to More than $8 Billion CORAL GABLES, Fla–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a… View Article
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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 the launch of a new advisory team consisting of four former Wells Fargo financial advisors and three client relationship managers. Branded as the 540 Madison Wealth Advisors Group, the new team will be… View Article
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Cynthia Hewitt joined financial advisory firm Snowden Lane Partners as a senior partner and managing director on January 11. Cynthia Hewitt recently joined New York City-based Snowden Lane Partners, an independent wealth advisor that manages $6 billion in assets and has been ranked among Barron’s top 100 RIA firms. Hewitt was a managing director of… View Article
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Cynthia Hewitt, one of the industry’s most successful female financial advisors, is a former Managing Director of Investments at Merrill Lynch Wilmington, DE – January 11, 2021 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Cynthia Hewitt, CIMA, CPRC, CPWA, a… View Article
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CHICAGO, IL –November 9, 2020 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Luis Vegas has joined the firm in its Chicago office. Luis Vegas joins Snowden Lane as a Senior Partner and Managing Director from J.P. Morgan Securities. He and… View Article