The Magnificent Seven

Satter, Marlene Y.
April 2013
Investment Advisor;Apr2012, Vol. 33 Issue 4, p22
The article lists the top U.S. investment advisors and their strategies for lessening the tax burden on their clients. As per the lists top advisors include Martin Shenkman of Martin M. Shenkman PC. in Paramus, New jersey Derek Tharp of Mote Wealth Management LLC. in Cedar Rapids, Iowa and Bobbie Munroe, owner of Fraser Financial in Atlanta. It also mentions their strategies including non-grantor trusts, tax efficient planning and client's assets allocation.


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