Filla Latzke Group Again Recognized as Best-in-State Wealth Management Team by Forbes

Mar 23, 2024 | Books, Business

Ameriprise Financial practice in Mequon, Wis., earns second consecutive prestigious honor

The Filla Latzke Group, Ameriprise Financial

The Filla Latzke Group, Ameriprise Financial

MEQUON, Wis. – March 21, 2024 – PRLog — For the second consecutive year, the Filla Latzke Group, a private wealth advisory practice with Ameriprise Financial in Mequon, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. The Filla Latzke Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice, and approach to working with clients.

The Filla Latzke Group is led by Managing Directors Scott Latzke, CFP®, a Private Wealth Advisor with 24 years’ experience in the financial services industry, and Mark Filla, a financial advisor with 23 years’ experience. Latzke was named a Forbes Best-in-State Wealth Advisor in 2022 and 2023. He and Filla have been Ameriprise Circle of Success members for seven years.

The team also includes Sarah Oberhofer, CFP®, AMPA™, CRPC™, Vice-President and financial advisor, and support staff Gregory Schauer, APMA™, Chandra Hackett, Dawn Boegel and Renate Capek. Oberhofer has been named a Five Star Wealth Manager annually since 2013. The practice has $535 million in assets under management.

The Filla Latzke Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Scott Latzke or Mark Filla at (262) 797-4306, visit the Ameriprise office at 11039 N. Towne Square Road, Mequon, or review their team web site: https://www.ameripriseadvisors.com/team/the-filla-latzke-group/financial-advice-team/.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com (https://www.ameriprise.com/).

Visit forbes.com (https://www.forbes.com/?sh=59749c1f2254) for additional information about Forbes.

# # #

Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.

The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

DiDonato Wealth Advisors Again Recognized by Forbes as a Best-in-State Wealth Management Team

Mar 23, 2024 | Books, Business

Ameriprise Financial team in Brookfield, Wis., earns prestigious honor for second consecutive year

DiDonato Wealth Advisors, Ameriprise Financial

DiDonato Wealth Advisors, Ameriprise Financial

BROOKFIELD, Wis. – March 21, 2024 – PRLog — For the second consecutive year, DiDonato Wealth Advisors, a private wealth advisory practice with Ameriprise Financial in Brookfield, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. DiDonato Wealth Advisors was chosen based on assets under management, industry experience, compliance record and best practices in their practice, and approach to working with clients.

DiDonato Wealth Advisors is led by Managing Director Bob DiDonato, CIMA®, a Private Wealth Advisor with 19 years’ experience in the financial services industry. He has been an Ameriprise Circle of Success member since 2013. DiDonato was named a Forbes “Best-in-State Wealth Advisor” in 2022, and honored as a Five Star Wealth Manager annually since 2013.

DiDonato Wealth Advisors includes Managing Director Debrah Oelke, a financial advisor, Associate Vice-President Ann Massaro DiDonato, CFP®, APMA®, a financial advisor, and support staff Tom Chappelle, Christine Kennedy and Laurie Meissner. The practice has $520 million in assets under management.

DiDonato Wealth Advisors provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Bob DiDonato at (262) 901-1537, visit the Ameriprise office at 300 N. Corporate Drive, Suite 100, Brookfield, or review their team web site: www.didonatowealth.com.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com (https://www.ameriprise.com/).

Visit forbes.com (https://www.forbes.com/?sh=59749c1f2254) for additional information about Forbes.

# # #

Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.

The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Discipline Wealth Solutions and AdvisorMetric Form Marketing and Training Partnership

Mar 23, 2024 | Books, Business

Financial Industry veterans form collaborative partnership for financial professionals

GREENVILLE, S.C. – March 21, 2024 – PRLog — Discipline Wealth Solutions Form Marketing Partnership with Industry Veteran Lawain “Mac” McNeil and AdvisorMetric

Greenville, SC – March 21, 2024 – Discipline Wealth Solutions, a federally registered investment advisory firm, is proud to announce its partnership with industry veteran Lawain “Mac” McNeil and his firm AdvisorMetric. McNeil will serve as the Chief Marketing Strategist for Discipline Wealth Solutions. This partnership provides financial advisors with access to cutting-edge technologies, innovative marketing strategies, robust portfolio management, advanced planning solutions, and streamlined operations. The goal is to empower advisors to achieve unrivaled success and deliver exceptional value to their clients.

Founded in 2023 by industry veterans Bryan Ballentine and Anthony Colancecco, Discipline Wealth Solutions provides advisors with the turnkey tools and resources necessary to excel in today’s competitive financial landscape. By joining forces with AdvisorMetric, Discipline Wealth Solutions is poised to deliver unparalleled support and expertise to financial advisory firms and their practice.

Lawain ‘Mac’ McNeil, the founder of AdvisorMetric, brings over 25 years of experience in advisor coaching, marketing, and financial technology. His deep understanding of the industry and proven track record of success will be invaluable in helping independent advisory firms navigate the complexities of the financial world.

Founded in March 2024, AdvisorMetric is a marketing and training firm dedicated to advancing financial advisors’ expertise and efficiency. By offering specialized advisor training, marketing solutions, and benchmarking services, AdvisorMetric empowers professionals to excel in client acquisition, investor education, and personal development while maintaining industry best practices. The firm’s unique approach helps advisors identify performance gaps and areas for enhancement.

“We are thrilled to partner with Mac and AdvisorMetric ” said Anthony Colancecco, co-founder of Discipline Wealth Solutions. “His expertise and commitment to empowering advisors align perfectly with our mission. Together, we will provide financial advisors with the tools, insights, and support they need to thrive in an ever-evolving financial landscape.”

“Advisors using turnkey asset management platforms (TAMPs) often express frustration with the unbalanced and constraining nature of their provider relationships,” said Lawain “Mac” McNeil. “Rather than fostering a mutually beneficial partnership, these relationships tend to be one-sided and limiting.”

Through this partnership, Discipline Wealth Solutions and AdvisorMetric will offer a comprehensive suite of turnkey training and marketing services designed to help advisors optimize their practices, including:

  • Advanced technology solutions for streamlined operations.
  • Integrated marketing strategies to enhance brand visibility and client acquisition.
  • Institutional portfolio management.
  • Personalized coaching and guidance from leading industry experts.
  • Benchmarking and analytics to identify areas for improvement and growth.

For more information about Discipline Wealth Solutions, AdvisorMetric, and their groundbreaking partnership, please contact:

Lawain ‘Mac’ McNeil
Founder, AdvisorMetric
Chief Marketing Strategist, Discipline Wealth Solutions
lawain@advisormetric.com
513-252-8611

Bryan Ballentine, CFP ®, CRPC ™
CEO, Discipline Wealth Solutions
bballentine@dwshelp.com
864-349-5553

Anthony Colancecco Jr. CFP ®, CRPC ™
COO, Discipline Wealth Solutions
acolancecco@dwshelp.com
864-349-5553

Please visit: http://www.disciplinewealth.com

HandyPro of Metro Detroit Offers Tips and Top Home Modifications for Safely Aging At Home

Mar 21, 2024 | Books, Business

FARMINGTON HILLS, Mich. – March 19, 2024 – PRLog — Trends show most older adults want to stay in their homes as they age. An AARP Study shows 77 percent of adults 50 and older want to remain in their homes long-term.

Aging at home makes financial and emotional sense for many. For some with disabilities or who are aging, the best solution is an assisted living facility. Assisted living comes at a cost. Genworth Financials’ Cost of Care Survey reveals the average monthly cost of an assisted living facility is $4,500, which is in line with the costs of an assisted living facility in Metro Detroit.

Most homeowners don’t know their home can be modified, allowing them to age in place and maintain independence.  A professional can easily execute many modifications to create a safe and comfortable place to live. HandyPro is a CAPS (Certified Aging-in-Place Specialist) and CHAMP (Certified Home Assessment and Modification Professional) contractor.  These certifications ensure that contractors have the essential skills to execute proper home modifications for aging-in-place and for people with disabilities.

“Often, we find the cost to upgrade a house to make it more suitable for a senior to age-in-place is less or the same as the cost of long-term assisted living,” said Keith Paul, founder and owner of HandyPro, Detroit.

Based on HandyPro’s decades of experience, many seniors make the following home modifications to allow them to safely and comfortably age in place:

  • Modifying bathrooms with grab bars, enlarging and no step showers
  • Improve accessibility to the outside with wheelchair ramps, handrails, exterior stair lifts, automatic door openers, and vertical platform lifts
  • Replace old floors or tile with slip-resistant, wheelchair-friendly flooring
  • Renovations for “first-floor living” by creating a new first-floor bedroom and/or bathroom
  • Widening doorways and adding smart lighting
  • Adding wheelchair-friendly vanities, cabinets, or countertops
  • Installing a stair lift for multi-floor living
  • Install Durable medical equipment, such as a shower chair or bench
  • Install overhead ceiling lifts for safer repositioning or transfers, reducing injuries to caregivers or persons with mobility challenges

“The majority of homes we see are not appropriate for aging seniors. They have safety and mobility issues that need to be addressed. Who you hire to install these modifications is equally important. Improperly installed modifications can cause additional safety and mobility issues, which can be avoided by hiring a company like HandyPro that is certified and trained,” added Paul.

HandyPro has experienced professionals who can provide assessments, installations, and ongoing customer service support for any installation or remodel. For more information on HandyPro’s aging-in-place services, visit https://www.handypro.com/.

Since 1996, HandyPro has provided home modification and handyman services in Florida, Indiana, Maryland, Michigan, New Jersey, Ohio, Texas, West Virginia, and Washington, DC. HandyPro is a Michigan-licensed remodeler.  Many products and solutions can be seen at HandyPro’s showroom at 22500 Orchard Lake Road, Farmington Hills, MI 48336.

Dallas TX Land for Data Center Expansion

Mar 21, 2024 | Books, Business

Strategic TX Land Offering in DFW Metroplex Texas: Ideal for Data Center and Crypto Mining Development

Data Center Land For Sale TX, Dallas Texas

Data Center Land For Sale TX, Dallas Texas

DALLAS – March 18, 2024 – PRLog — Roxanne Marquis, a Dallas Texas broker and founder of 8888CRE.com, and a pivotal figure in the commercial real estate investment landscape, today announced the availability of a prime land parcel within the Dallas Fort Worth Metroplex, Texas, specifically primed for data center development. This significant land offering, ranging from 65 to 283.89 acres, is poised to cater to the robust needs of data center and crypto mining operations, as well as the high-demand operations in cloud computing and AI infrastructure.

Land Highlights:
Location: Dallas Fort Worth Metroplex, TX, the property affords seamless connectivity, being within an hour’s reach of DFW Airport.

Power Potential: The site currently harnesses a substantial 5MW of power, with an expansion blueprint to exceed 100 Megawatts (MW), pending ONCOR’s approval. A prospective 50 MW augmentation is on the horizon with the construction of a new substation in the vicinity. The potential for 300 MW is currently being explored through ONCOR and should be known by May 30, 2024. Oncor Electric is also phasing out the North Cleburne Substation and has begun the process of placing an easement to construct a new substation on the subject property itself, which will further enhance the site’s power capacity.

Strategic Advantages: The land is a powerhouse of potential, offering vast power capacity and redundancy, critical for data center development and crypto mining enterprises that demand an uninterrupted power supply. This Multi-substation plan establishes the site as a definitive choice for high-scale, power-intensive projects such as major data centers, ensuring scalability and energy redundancy.

Zoning: The zoning is conducive to development, with 112.5 acres earmarked for industrial use and 171.4 acres for interim holding, streamlining the path for future construction in line with municipal guidelines.

A Pivotal Development Opportunity for Data Center Infrastructure:

This land offering emerges as a strategic investment for those seeking to capitalize on the data center market’s expansion. With its robust power capabilities, strategic positioning, and development-ready zoning, the property stands as an ideal candidate for data center and crypto mining operations that prioritize reliability and growth potential. Additionally, the property is strategically positioned for cloud computing land acquisition and offers the necessary infrastructure for developing future-ready AI platforms.

About Roxanne Marquis:

Roxanne Marquis, the visionary behind 8888CRE.com, brings over two decades of experience to the commercial real estate investment sector. Her strategic acumen and results-oriented approach have solidified her status as a trusted authority and power broker in the field, specializing in international partnerships for property acquisition and financing.

For More Information:

Roxanne Marquis

Founder, 8888CRE.com and winwincre.com

Dallas Fort Worth, Texas

Email: rm@8888cre.com

Texas Real Estate Broker License 0688184

8888CRE Data Center Land (https://8888cre.com/datacenter.html)

WinWinCRE Data Center Land (https://winwincre.com/datacenterland.html)

HandyPro of Central Jersey Offers Tips and Top Home Modifications for Safely Aging At Home

Mar 21, 2024 | Books, Business

JACKSON, N.J. – March 18, 2024 – PRLog — Trends show most older adults want to stay in their homes as they age. An AARP Study shows 77 percent of adults 50 and older want to remain in their homes long-term.

Aging at home makes financial and emotional sense for many. For some with disabilities or who are aging, the best solution is an assisted living facility. Assisted living comes at a cost. Genworth Financials’ Cost of Care Survey reveals the average monthly cost of an assisted living facility is $4,500. In New Jersey, those costs are higher, averaging $6,650 monthly. Aging-in-place allows individuals to stay in the communities they know and love and could be a better financial alternative for many on fixed incomes.

Most homeowners don’t know their home can be modified, allowing them to age in place and maintain independence.  A professional can easily execute many modifications to create a safe and comfortable place to live. HandyPro is a CAPS (Certified Aging-in-Place Specialist) and CHAMP (Certified Home Assessment and Modification Professional) contractor.  These certifications ensure that contractors have the essential skills to execute proper home modifications for aging-in-place and for people with disabilities.

“Often we find the cost to upgrade a house to make it more suitable for a senior to age in place is less or the same cost of one or two years long-term assisted living,” said Alan Gamble, owner of HandyPro, Central New Jersey.

Based on HandyPro’s decades of experience, many seniors make the following home modifications to allow them to safely and comfortably age in place:

  • Modifying bathrooms with grab bars and no step showers
  • Improve accessibility to the outside with wheelchair ramps, handrails, and vertical platform lifts
  • Replace old floors or tile with slip-resistant flooring
  • Renovating the house for “first-floor living” by creating a new bedroom and/or bathroom on the first floor
  • Adding wheelchair-friendly vanity cabinets
  • Installing a stairlift for those who want multi-floor living
  • Installing a vertical platform lift if there is not enough space for a wheelchair ramp
  • Adding smart lighting and walker steps

“The majority of homes we see are not appropriate for aging seniors. They have safety and mobility issues that need to be addressed. Who you hire to install these modifications is equally important. Improperly installed modifications can cause additional safety and mobility issues, which can be avoided by hiring a company like HandyPro that is certified and trained,” added Gamble.

HandyPro has experienced professionals who can provide assessments, installations, and ongoing customer service support for any installation or remodel. For more information on HandyPro’s aging-in-place services, visit https://www.handypro.com/locations/central-new-jersey.

Since 1996, HandyPro has provided home modification and handyman services in Florida, Indiana, Maryland, Michigan, New Jersey, Ohio, Texas, West Virginia, and Washington, DC. HandyPro of Central New Jersey is licensed by the state of New Jersey.