Business

Ramapo Wealth Advisors Welcomes Veteran Financial Expert, Alex Tirso, as New Partner and Wealth Advisor

RAMSEY, N.J., March 20, 2024 – Ramapo Wealth Advisors at Steward Partners, a distinguished independent private financial services firm renowned for its comprehensive wealth and investment management offerings, proudly announces the strategic addition of Alejandro "Alex" Tirso, a Certified Financial Planner™ with impressive credentials, as Partner and Wealth Advisor. This appointment marks a significant milestone in the firm's mission to provide exceptional services tailored for affluent families and non-profit organizations.

Alejandro "Alex" Tirso CFP® CIMA® CRPC® joins Ramapo Wealth Advisors as Partner and Wealth Advisor.

Tirso's induction into the Ramapo Wealth Advisors team comes with more than ten years of extensive experience in the financial sector, where he has amassed a profound understanding of financial planning and asset oversight. His professional journey unfolds with notable beginnings at UBS and Bank of America Merrill Lynch, where Tirso demonstrated an innate ability to guide individual clients towards achieving their financial aims through strategic investments. This role laid the groundwork for his subsequent success at Invesco, where as a Vice President and Market Consultant, Tirso managed a portfolio of the firm's offerings, which included Exchange-Traded Funds (ETFs), separately managed accounts, and a variety of investment options extending to alternative investments and mutual funds.

James Sahagian, CFP®, MBA, Managing Director and Partner at the firm, expresses immense enthusiasm in welcoming Tirso to the team. "His extensive background from one of the leading asset management firms, coupled with his experience advising numerous professional advisors, bestows upon him a unique and valuable perspective in his new capacity. As a Certified Financial Planner™ with deep insights into the nuance-rich landscape of asset management, Alex is exceptionally positioned to fortify our clients' financial planning and wealth management endeavors."

Tirso's shift back to an advisory position is poised to yield a profound and personal influence on individual clients and their families, amplified by the autonomy that stems from affiliating with an independent financial services entity. What propelled his decision to align with Ramapo Wealth Advisors was the firm's steadfast allegiance to diversity, its strategic team-building initiatives, its adherence to ethical commercial conduct, and unwavering leadership.

Asserting his eagerness to serve, Alex Tirso states, "The valuable institutional-level investment insights I've garnered from a venerable global asset manager will now be channeled to benefit individuals and their families. I am thoroughly impressed by the level of dedication and stewardship that James and the entire Ramapo Wealth team exercise towards our clients. It was crystal clear to me that this was a community I wanted to join, and I look forward to the incredible journey that lies ahead for us."

Clients within the New Jersey region will soon have the luxury of benefiting from Tirso's unparalleled expertise, as he will operate out of Ramapo Wealth Advisors’ Ramsey office.

For those seeking additional information about the array of services provided by Ramapo Wealth Advisors, an invitation extends to visit the firm's official website at www.RamapoWealthAdvisors.StewardPartners.com.

About Ramapo Wealth Advisors

Ramapo Wealth Advisors is a team with deep roots within Steward Partners' network, emanating an independent edge through its private financial services. The firm takes pride in its curated suite of services specially designed to cater to the nuanced needs of affluent households and philanthropic entities. A cohesive narrative of the team's philosophy is painted by James Sahagian, CFP®, MBA, at the helm of the organization, who leads with a holistic approach engulfed in a spectrum of financial services. These services are meticulously crafted to devise and apply powerful strategies encompassing wealth management, tax optimization, insurance options, estate planning, and charitable giving – all serving a singular vision: to enable clients to balance their lifestyles more effectively, realize their aspirations, and create enduring legacies. Interested parties can acquire further information by visiting the firm's website at www.RamapoWealthAdvisors.StewardPartners.com.

Steward Partners, representing a selection of America's elite advisors, is the quintessential full-service, employee-owned independent financial services firm, offering wealth management solutions to various clienteles, including families, businesses, and investors across generations. The firm was founded in 2013 and is driven forward by an ethos of transparency, mutual respect, and excellence. These core values have been pivotal to Steward Partners’ remarkable growth in a competitive financial landscape. The firm delivers a wide array of services, such as comprehensive wealth planning, private banking, institutional consulting, advisory on international dimensions, and innovative business solutions. As of January 2024, the firm had proudly amassed over $32 billion in client assets under its stewardship.

Securities and investment advisory services are rendered through Steward Partners Investment Solutions, LLC, proudly carrying the distinction of a registered broker/dealer, member of FINRA/SIPC, and registered with the SEC as an investment adviser. Additionally, Investment Advisory Services may be sought from Steward Partners Investment Advisory, LLC, which is also an SEC-registered investment adviser. Steward Partners Investment Solutions, LLC, their advisory counterpart, as well as Steward Partners Global Advisory, LLC, are part of a family of affiliates, each operating independently from one another. Ramapo Wealth Advisors claims its independent and autonomous stature despite being a consecrated team within the Steward Partners collective.

Media Contact Information

Inquiries regarding this announcement can be directed to AdvisorPR®, which handles media relations for Ramapo Wealth Advisors, reachable at 702-685-7450 or via email at [email protected].

SOURCE: Ramapo Wealth Advisors

This detailed account reveals the growth trajectory and strategic fortification of the Ramapo Wealth Advisors team with the inclusion of Alejandro "Alex" Tirso, underscoring the firm's dedication to expanding their expertise and enhancing the wealth management services offered to their cherished clientele. It is with great anticipation that clients and the broader financial community watch this alliance unfold, as it promises to usher in new milestones in financial advisory and wealth nurturing.

Note to the Editor: Images accompanying this announcement are available for download and media usage, with the proper attribution as indicated. They serve to visually reinforce the contents of the news release and provide additional context for the readers and consumers of this information.

For many, the financial landscape can seem daunting and intricate. However, with the guiding hand of experienced professionals such as Alex Tirso and the Ramapo Wealth Advisors team, navigating the myriad of investment opportunities and financial planning considerations becomes a journey that promises stability, growth, and prosperity. The shared vision of the team to provide personalized and impactful wealth management services remains a beacon of hope for families and organizations aspiring to achieve their economic objectives with clarity and confidence.

In an era where financial markets are constantly evolving, and the economic future can appear uncertain, the value of a steadfast and knowledgeable advisor cannot be overstated. The appointment of Alex Tirso, with his extensive background and commitment to client success, stands as testimony to Ramapo Wealth Advisors’ pledge to their clients’ financial wellbeing. Clients of Ramapo Wealth Advisors can look forward to a tailored partnership that will help navigate the complexities of the financial realm and create a robust foundation for a prosperous future.

With their recent announcement, Ramapo Wealth Advisors have reaffirmed their commitment to excellence, client satisfaction, and industry leadership. As Alex Tirso embarks on this new chapter with the firm, his expertise will undeniably serve as an asset, enhancing the collective knowledge and service quality of the team. Together, they aim to sculpt financial strategies that cater to the distinct needs of their clients, enabling them to grow, nurture, and preserve their wealth for generations to come.

The integration of Tirso into Ramapo Wealth Advisors is a gesture that articulates the firm's ethos of continual improvement and proactive client engagement. Those who wish to learn more, or are considering seeking the advisory expertise that Ramapo Wealth Advisors have to offer, are welcomed to reach out for a conversation that could redefine their financial narrative and set them on a path to financial serenity and success.

Final Thoughts:

As we reflect on this significant development within Ramapo Wealth Advisors, it is an opportune moment to acknowledge the power of strategic partnerships and the incredible potential they unlock. The alliance between Alex Tirso and Ramapo Wealth Advisors is not merely an addition of personnel but a synergistic confluence of vision, experience, and client-centric focus that promises to elevate the financial planning and wealth management sector. Clients and the financial community at large eagerly await the fruits of this promising union.

The journey ahead for Ramapo Wealth Advisors, bolstered by Alex Tirso's expertise, is poised to set a new precedent in the realm of financial advisory. As the firm continues to innovate and lead in providing top-tier wealth management solutions, the anticipation for what's to come is both exciting and reassuring for current and future clients seeking financial tranquility.

With these developments and the firm's unwavering commitment to delivering top-quality financial advice, the future of Ramapo Wealth Advisors shines bright, offering a guiding light for those in pursuit of their financial goals. This news article encapsulates the dedication and strategic moves that define a leading financial advisor firm's growth and enduring commitment to its clients.