Recognition

FORBES' 2019 BEST IN STATE WEALTH ADVISOR*

Yvonne Hall, Managing Director – Investments at Hall Wealth Management Group has been recognized by Forbes as one of the Best in State Wealth Advisors in 2019. This year's Best in State Wealth Advisors list spotlights over 3,000 of the top advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. Click here to learn more.

2019 FIVE STAR WEALTH MANAGER**

Yvonne Hall is honored once again to receive this recognition. Our team would like to thank our clients and professional colleagues for their ongoing trust and confidence. Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Seattle magazine to spread word about award winners. Each candidate undergoes a thorough research process before being considered for the final list of award winners. Click here to learn more.

PREMIER ADVISORS

Marta Cappa, First Vice President – Investment Officer, and Yvonne Hall, Managing Director – Investments have earned the distinction of being Premier Advisors with Wells Fargo Advisors for 2019. They are among a select group of Financial Advisors who have met or exceeded the Firm’s standards of three or more of the following: length of service with the Firm, completion of educational components, business production, and professionalism. Additionally, Marta also received a new title of First Vice President –Investment Officer effective April 1, 2019.

PROMOTIONS

Danette Van and Tari Sheffer were also recognized with new titles in 2019:

  • Danette Van, Senior Client Associate, Assistant Vice President
  • Tari Sheffer, Senior Registered Client Associate, Assistant Vice President

Danette and Tari have been consistently recognized for exceeding expectations and providing high quality work to support client needs. They demonstrate professionalism and a deep level of operational and technical knowledge that allow them to efficiently and effectively respond to your requests. We appreciate Danette’s and Tari’s continuing commitment to serving and supporting our team and clients.

Events

Wells Fargo Advisors Issaquah

Social Security and Medicare Event

Thursday, October 17th 6:00-7:30 pm


Please call our office for more information at 425-369-5111

1019-00195


Tax Managed Investing Considerations Summer 2019


The team coordinated continuing education workshops for two CPA firms in Bellevue during July and August.  The team arranged for a private briefing from Dan Hodo, regional director with Russell Investments.  The recently passed Tax Cut and Jobs Act (TCJA) represents the biggest change to the U.S. tax code since 1986.  This new law will impact investors in different ways.  Additionally, the strong U.S. equity markets over the last 9 years have caused many mutual funds to recognize material capital gains on investors’ Form 1099.  Attendees to the briefings heard insight on:

  • What changed and what didn’t change for individual investors
  • Why taxes matter and their likely impact on taxable portfolios
  • Approaches to evaluating tax-managed investments
0919-05271


Empower Her: High Tea, June 26th

The financial statistics related to women are daunting.  As a group, we earn less, invest less, and take more time from the work force due to care-giving issues.  Yvonne was happy to attend and support this event hosted by Dress for Success Seattle at the Women’s University Club.  There were purses, hats, and opportunities to raise a paddle as part of a community of women (and men) helping women to invest in themselves and improve their lives.  The vision of Dress for Success Seattle is a world where women do not live in poverty.  Yvonne and the team are proud to support this organization and their work.  seattle.dressforsuccess.org  

Ending the Cycle of Addiction 5k, August 10th

Danette Van and her husband Gordy will be participating in this 5k event hosted by Absolute Ministries.  Absolute Ministries is a local non-profit whose mission it is to, “End the cycle of addiction” by providing transitional housing and one-on-one mentoring for men and women who have recently completed an inpatient treatment program.  They also offer weekly support meetings for families of addicts.  www.absoluteministries.org.  This run/walk event to benefit their work will take place in Roegner Park in Auburn, WA.  Please feel free to contact Danette directly if you would like to participate or support their efforts.  More information about the 5k can be found at this link: www.absoluteministries.org/endingthecycleofaddiction5k  

0719-01804

*The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,752 Seattle-area wealth managers were considered for the award; 290 (11 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,452 considered, 266 winners; 2017: 1,785 considered, 436 winners; 2016: 1,678 considered, 412 winners; 2015: 2,023 considered, 530 winners; 2014: 2,649 considered, 424 winners; 2013: 2,732 considered, 664 winners; 2012: 2,697 considered, 682 winners.