AMK Assetmark Financial Holdings

AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

Firm donates $60,000 to various nonprofits in recognition of six financial advisors’ outstanding commitment to local charities

CONCORD, Calif., Feb. 24, 2020 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of innovative investment and technology solutions, announced today six honorees as recipients of its seventh annual Community Inspiration Award at the firm’s premier Gold Forum conference in Marco Island, Florida. The Community Inspiration Award was created by AssetMark to honor financial advisors who work with local nonprofits to create brighter futures and promote lasting, positive change. The firm is donating $10,000 to each recipient’s affiliated charity in support of the advisors’ continued commitment to local philanthropy and dedication to uplifting their communities.

This year’s honored advisors and the designated organization receiving donations are:

AdvisorFirm NameCharitable Organization
Diamond State Financial Group
GCD Advisors
Thompson-Hamel, LLC
Vector Wealth Strategies, LLC
South Coast Investment Advisors
Williams Financial Advisors, Inc.

“One of the most rewarding aspects of the AssetMark community and our Gold Forum event is seeing all of the great work advisors take on outside of the office to support their communities,” said Charles Goldman, President and CEO of AssetMark. “We are thrilled to recognize this year’s honorees and celebrate their accomplishments, which we hope inspires others to make a difference.”  

Award recipients were selected by a panel of senior executives at AssetMark who evaluated nominees based on their ability to inspire, lead, and motivate others, in addition to their time and effort dedicated to a local charity. The Community Inspiration Award provides one of many opportunities for AssetMark’s associates and advisors to nominate their colleagues and celebrate their commitment to giving back. All honorees met various requirements regarding their relationships with the organizations they assist. All nonprofit recipients are qualified 501(c)(3) organizations. More information about the Community Inspiration Award and the nomination process can be found .

About AssetMark Financial Holdings, Inc.

AssetMark Financial Holdings, Inc. (NYSE: AMK) is a leading provider of extensive wealth management and technology solutions that power independent financial advisors and their clients. AssetMark, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission, operates a platform that comprises fully integrated technology, personalized and scalable service, and curated investment solutions designed to make a difference in the lives of advisors and their clients. AssetMark has $61.6 billion in platform assets as of December 31, 2019 and a history of innovation spanning more than 20 years.

SOURCE: AssetMark, Inc.

MEDIA CONTACT:

Lexy Siegel, Group Gordon



(212) 784 5727

EN
24/02/2020

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Assetmark Financial Holdings

 PRESS RELEASE

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for I...

AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services CONCORD, Calif., Dec. 17, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced that it has been named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation in the Business Development segment for its Tax Management Services (TMS). Now in its fourth year, the ThinkAdvisor Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributio...

 PRESS RELEASE

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Plan...

AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer ...

 PRESS RELEASE

AssetMark Completes Acquisition of Key TAMP Business Assets in Strateg...

AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth’s Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark’s platform, broadening its array of investment solutions...

 PRESS RELEASE

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry...

AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform TIFIN Sage’s AI-driven Technology Empowers AssetMark to Deliver Highly Personalized Solutions for Financial Advisors BOULDER, Colo. and CONCORD, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- TIFIN Sage, an advanced AI-powered investment platform and a division of TIFIN, is pleased to announce an expanded collaboration with AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors. AssetMark will incorporate TIFIN Sage’s cutting-edge AI capa...

 PRESS RELEASE

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Dr...

AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions First State Bank Achieves Significant Results Through Innovative Collaboration CONCORD, Calif., Nov. 14, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, and Cheetah, a cloud-based trust accounting system, are proud to announce the continued success of their strategic collaboration. Since joining forces, they have delivered a unified wealth management solution that is driving growth,...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch