Fratarcangeli Wealth Management Ranks No. 22 Among America's Top Private Advisors

Fratarcangeli Wealth Management's Stellar Recognition

Fratarcangeli Wealth Management (FWM) has recently made waves in the financial advisory sector by clinching the No. 22 position on Forbes' prestigious list of America's Top Private Wealth Advisors. This recognition is particularly noteworthy as it reflects not only the firm's growth but also its commitment to excellence in servicing high-net-worth individuals.

Founded in 2014 and led by industry veteran Jeffrey Fratarcangeli, the firm has shown remarkable progress, rising two spots from last year’s rankings. FWM holds the distinction of being the top-ranked advisory team in Michigan and is recognized as the second-highest team in Florida by Forbes. As of late November 2024, FWM manages assets totaling approximately $3.5 billion, servicing clients across multiple states including Florida, Indiana, Michigan, and New York.

Fostering Growth Amid Uncertainty

The financial landscape has faced significant challenges over the last year, with market volatility and economic uncertainty prevalent. Despite these hurdles, Fratarcangeli Wealth Management has not only maintained but has increased its headcount and assets under advisement. Jeffrey Fratarcangeli attributes this success to the firm’s unwavering focus on nurturing client relationships and crafting personalized wealth strategies aimed at fostering growth while ensuring wealth preservation for future generations.

In an interview, Fratarcangeli shared, “Our team has worked diligently to help our clients foster short-term growth and preserve their wealth for future generations. We don't take our role as trusted advisors lightly as we help our clients navigate critical areas like tax and legacy planning and adapting to rising insurance costs.” This level of commitment underscores the firm’s philosophy of putting client needs first and adapting strategies to meet emerging challenges.

Data-Driven Assessments by Forbes

The Forbes rankings, developed in conjunction with SHOOK Research, utilize a sophisticated algorithm that combines qualitative interviews and quantitative data analysis. These assessments focus on key performance metrics such as revenue trends, compliance records, and the best practices of each advisory team. The integrity of the ranking process is underpinned by the fact that neither Forbes nor SHOOK receives fees in exchange for these rankings, ensuring an unbiased evaluation of advisory services across the board.

Community Engagement and Board Participation

Beyond its impressive business performance, Fratarcangeli Wealth Management has a strong commitment to community engagement. The firm actively supports local initiatives and is involved with organizations like the Boys & Girls Club of America. Jeffrey Fratarcangeli also contributes his expertise to various boards, including the Sean Anderson Foundation, the Mourning Family Foundation, and the Broward Health Foundation. Furthermore, he serves on the advisory council at the University of Michigan's MPower program, fostering the development of student athletes and guiding them through their careers and emerging opportunities in name, image, and likeness (NIL).

The Path Forward

As Fratarcangeli Wealth Management continues to expand and enhance its service offerings, the firm remains dedicated to ensuring that its clients receive the highest level of professionalism and guidance. The firm’s commitment to adapting and innovating in response to an evolving market landscape ensures that it will remain a strong contender in the wealth management sector.

To learn more about Fratarcangeli Wealth Management and the services provided by Jeffrey Fratarcangeli and his team, visit www.fratarcangeliwealthmanagement.com or contact them directly at 248.385.5050.