1301 W. Long Lake Rd Suite 115 Troy, MI 48098
 

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SPECIAL NOTICE:

We are pleased to announce that William Mack & Associates, Inc. (WMA) continues to be recognized as one of the Top Registered Investment Advisors and Top Wealth Managers in the United States and the Metro Detroit area:

1. Financial Advisor magazine has recognized WMA among their 2019 Top RIA Firms in the United States, categorized by assets under management. WMA currently has just over $570 million in assets under management and co-advises to an additional $130 million in assets.

To qualify, firms are required to be a Registered Investment Adviser with the SEC, offer financial planning services, have predominantly individual clients, and be independent advisors (WMA is a “fee-only” firm).

This is the 13th consecutive year that WMA has received this recognition.

2. Hour Detroit and dbusiness have recognized Bill Mack and Ted Bugenski as two of Metro Detroit’s Five Star Wealth ManagersSM for 2019. 

To be considered for this award, a wealth manager must satisfy ten eligibility requirements based on certain criteria such as a favorable regulatory review, education and professional designations, client retention rate, etc. Crescendo Business Services is an independent research firm that administers the Five Star Wealth Manager award.

This is the 9th consecutive year that Bill and Ted have both received this individual recognition.

As WMA approaches its 27 year anniversary, we continue to be passionate about—and highly focused on—client service. We take our fiduciary role very seriously, and understand that performance is the measure of success—and in this regard, WMA continues to enjoy an exceedingly high client retention rate.

We are honored to have received these recognitions, and want to thank our clients and associates at WMA who helped make these achievements possible. Most importantly, we appreciate the continued trust and confidence our clients have in us, as evidenced by their referrals—which we believe is the highest compliment of all.

 

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