San Diego, CA – Amrish Patel and his team of advisors at Global Wealth Strategies has joined Independent Financial Group, LLC (IFG). Mr. Patel joins IFG from Mass Mutual and currently leads a team of six in his Scottsdale, Arizona office.
“We are very pleased to welcome Amrish and his entire team to the IFG family,” says David Fischer, Managing Director and Chief Marketing Officer. He continues, “We’re proud to align ourselves with GWS – their business model and philosophy is in line with ours. We look forward to supporting their business and exceeding their expectations.”
“GWS truly believes that the service-oriented culture of IFG fits well with the family culture of GWS to create a win-win situation and a personalized, five-star experience in the best interest of our client aligned with our unique “CARE” model,” explains Amrish Patel, CEO and Founder of Global Wealth Strategies. He adds, “With IFG’s product offerings, services and resourceful home office staff, GWS will continue to explore, define and implement comprehensive financial strategies for our clients.”
Global Wealth Strategies( from L to R): Neeta Patel, Dhwani Harde, Bill Steward, Amrish Patel, Dimitrius Augustin, Lance Hashim
About Global Wealth Strategies
Global Wealth Strategies (GWS) provides comprehensive wealth management solutions to clients based on their 4-tier CARE model, which stands for: Communication, Accessibility, Rebalancing and Education. The goal of GWS is to ensure their deep relationships with their clients provides for greater financial security and a higher quality of life. GWS specializes in personalized financial and business planning solutions in addition to tax-efficient wealth transfer strategies. To learn more about GWS, contact their Scottsdale headquarters by calling (480) 336-3456.
About Independent Financial Group, America’s Finest Broker-Dealer®
Now celebrating its 15–year anniversary, IFG serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and
institutional retirement plan solutions for their financial advisors. lFG’s corporate office now supports more than 640 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the I 0th consecutive year and won acclaim in 2006 with their #I rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500 15000 list. Their notable success has been recognized in numerous financial services industry publications. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. In 2017, IFG scored the #1 ranking in Wealth Management Magazine’s Independent Broker–Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories. Managing Director, David Fischer was also quoted in Financial Planning’s lead story in their June 2018 issue. For more information on the firm, visit www.ifgsd.com