Congratulations to the Siegel Team
For the second consecutive year, The Siegel Team was recently selected by The Houston Business Journal and NABCAP (National Association of Board Certified Advisory Practices) as one of Houston’s Top Wealth Managers for 2013. The primary focus of NABCAP is to serve the needs of the investing public by helping to identify top wealth managers. NABCAP is an unaffiliated, nonprofit organization based in Colorado with a presence in 35 U.S. markets. NABCAP attempts to identify top advisors regardless of a firm’s size or affiliation. The practices were selected for this list in a multi-step process intended to maintain integrity and objectivity. Each participating advisory practice is evaluated on the following 20 categories of practice management in no weighted order: • Financial planning • Technology and software • Investment planning •