EmVision Capital Advisors, a leading provider of comprehensive wealth management services, proudly announces its recent attainment of "President's Club" status with Commonwealth and "Platinum" status with AssetMark.
These prestigious recognitions, both based on the amount of assets managed by EmVision, underscore the firm's commitment to delivering unparalleled value and exceptional outcomes for its clients. EmVision has maintained its promise of providing boutique comprehensive financial planning and high net worth investment management, all while experiencing remarkable growth from $90 million to $325 million (as of April 15, 2024) in assets under advisement since 2019.
EmVision has been recognized as a President’s Club advisor for 2023—a distinction based on annual production that places the firms among the top 11 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps process investment transactions on clients behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Overall, attaining President's Club status with Commonwealth reflects EmVision’s dedication to excellence in the financial advisory services. As a member, the EmVision team gains access to advanced resources, cutting-edge tools, and exclusive support, empowering the firm to better serve its clients' evolving needs.
In addition, EmVision Capital Advisors achieved "Platinum" status with AssetMark. This signifies a significant milestone in its mission to deliver superior investment solutions. By reaching this esteemed level of recognition, EmVision demonstrates its commitment to offering innovative investment strategies designed to optimize client portfolios and achieve long-term financial success.
EmVision manages more than $100 million in assets under the platform just at AssetMark alone and focuses on families that are considered high net worth.
Through AssetMark's Platinum program, EmVision gains access to a comprehensive suite of resources and expertise, enabling the firm to deliver customized investment solutions tailored to each client's unique goals and risk tolerance.
“We are truly honored to achieve these prestigious recognitions that reaffirm our steadfast dedication to delivering unparalleled value and exceptional outcomes for our valued clients,” said Michael Embrescia, wealth advisor, president, CEO, EmVision Capital Advisors. “We pride ourselves on helping our clients live the life they want while creating security for themselves and their future generations.”
These recognitions emphasize EmVision's dedication to delivering personalized solutions and solidify its position as a trusted partner for clients. With access to advanced resources, EmVision is poised to continue providing exceptional value and support, empowering clients to achieve their financial goals with confidence.
For more information about EmVision Capital Advisors and its commitment to client success, please contact us.
James Artale is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.