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Business
Finance companies serve area's wealthy marketPublished 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.
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...
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