Welcome to the North Bay Business Journal's second annual survey of wealth managers serving the North Bay.
This section brings together a very broad range of wealth management advisers representing many sizes and approaches. It includes a list of managers who chose to participate in and passed the rigorous survey testing of the National Association of Board Certified Advisory Practices. The selected managers for both 2013 and 2012 are included. [See the list "NABCAP surveyed wealth advisors serving the North Bay."]
NABCAP is a Colorado-based nonprofit dedicated to advancing the highest principles of the industry. In addition to the North Bay, NABCAP has performed similar surveys in dozens of markets across the U.S. including the greater Bay Area.
In addition to the NABCAP list, the Business Journal contacted a wide range of advisers across the North Bay to seek their insights into the current conditions of the investment markets. [See "Wealth managers talk about challenges, risk and what’s ahead."]
We hope you find the information helpful as you navigate the financial markets or as you seek out an adviser whose style and approach meets your unique needs.---The Business Journal