North Bay makes list of Financial Times wealth managers

North Bay makes list of Financial Times wealth managers

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NORTH BAY — The North Bay’s Willow Creek Wealth Management with offices in Sebastopol and Santa Rosa has been recognized as one of the best registered independent advisory firms in the United States, by the Financial Times, an international daily newspaper focused on business and economic news.

Bruce Dzieza

The story, ‘Bright lights in tough times,” published in their June 26 edition, noted the best U.S. advisers based on their research of over 2,000 firms.

Willow Creek was one of 46 firms statewide and one of 300 firms nationwide to receive this rating.

According to the Financial Times, “(These findings) are presented as an elite group, not a competitive rating of 1 to 300.”  The article noted the growth in the investment advisory field due to the transition of millions of baby boomers into retirement and the growing complexity of investing.

Bruce Dzieza, founder of Willow Creek Wealth Management says: “We are honored by this international recognition and proud to be included with other best in the business organizations.”

The criteria used by the Financial Times to rate independent wealth management companies included their assets under management, growth of managed assets, tenure in business, compliance record, industry certification and online accessibility.

Willow Creek celebrates their 30th anniversary in business this year.

Other firms making the Financial Times list from the North Bay were: Brouwer Janachowski  LLC, Tiburon; KCM Investments Advisors, San Rafael and Litman Gregory Asset Management, Larkspur.

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Monday, September 29th, 2014 EN

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