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Orgel Wealth Management Updates

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January 2015

Orgel Wealth Management named to Financial Planning Magazine’s “Top 100 RIA Firms” January 2015

About Financial Planning’s 2015 Top 100 RIA Firms:

Being named to Financial Planning magazine’s “Top 100 RIA Firms” list is not an endorsement of the adviser, is not indicative of the adviser’s past or future performance, and does not ensure that a client will experience a higher level of performance or results. Third party rankings and recognition from ratings services are no guarantee of future investment success and should not be construed as representative of any one client’s evaluation. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Registration of an investment adviser with the SEC does not imply a certain level of skill or training.

The 2015 Top 100 RIA Firms list is created and published by Financial Planning Magazine. Financial Planning Magazine gathered data from Form ADV filings as of September 2014 of a field of registered investment advisers (RIAs) nationwide and identified those having the upper echelon based on assets under management and as of the date stated in each adviser’s Form ADV. Orgel Wealth Management is ranked 36 nationwide and second in Wisconsin of the RIAs on the list.