|
Business
Capital Gazette Communications
Published
06/12/07
When Steve Roth and his colleagues worked for financial giant Northwestern Mutual, they were pushed to sell certain investment products for wealthy clients. Find Us On Facebook
So in April, he and four others changed course to better serve the city's high net-worth population.
They set up Severn Financial Group, a new West Street company providing an array of wealth management products for its 3,000 Annapolis-area clients with annual incomes of $150,000 and more. "We went from product to process," Mr. Roth said. "So now the process drives the client need ... Now we really have clients' needs at heart." The company is one example of a...
Copyright © Capital Gazette Communications LLC, 2012.
See our Privacy Policy and Terms of Use |
| #1 - English county's official language? (12 comments) |
| #2 - Animal Control: Injured pit bull used as 'bait dog' (10 comments) |
| #3 - Right Stuff: Judge O'Malley's decision (10 comments) |
| #4 - Bates gets $1M grant for gym, theater (7 comments) |
| #5 - County: No athletic fields on Annapolis Golf Course (7 comments) |
|
If you encounter other problems, please email nlundskow@capitalgazette.com and include your name, username, and any errors or messages that are displayed. The more information you can provide, the better able we will be to assist you.
In order to post or vote on a comment, you must be signed in with a hometownannapolis account.
Take a look at a summary of Commenting Guidelines.
If you encounter other problems, please email nlundskow@capitalgazette.com and include your name, username, and any errors or messages that are displayed. The more information you can provide, the better able we will be to assist you.