Piper Jaffray & Co. Announces the Formation of the Wealth Management Group
April 13 2005 - 12:01PM
PR Newswire (US)
Piper Jaffray & Co. Announces the Formation of the Wealth
Management Group MINNEAPOLIS, April 13 /PRNewswire-FirstCall/ --
Piper Jaffray & Co. is pleased to introduce the newly developed
Wealth Management Group, which is part of the Private Client
Services business. The Wealth Management Group consists of a team
of professionals who will provide highly specialized services
designed to meet affluent investors' more sophisticated wealth
management needs. The nine-member group partners with the firm's
financial advisors to provide a comprehensive approach to helping
clients accumulate, manage, preserve and transfer their wealth.
"Over the coming decades, baby boomers will increasingly shift
their focus from accumulating wealth to preserving and transferring
wealth," said Bill Garrison, director of the Wealth Management
Group at Piper Jaffray. "As they make this transition, they are
seeking comprehensive wealth management advice. This group will
play a crucial role in helping to meet our clients' changing
needs." Based in Minneapolis, the Wealth Management Group provides
clients with a suite of specialized services. Those services
include financial planning, investment consulting, estate and
wealth transfer, philanthropy, insurance, trust services and credit
solutions. The group is based in Minneapolis. "We want our clients
to have peace of mind when it comes to managing, preserving and
transferring the wealth they have worked so hard to obtain," said
Garrison. "Our goal is to help our clients live the way they
envision and help them develop a plan that reflects their personal
values and financial goals. That may mean providing for future
generations, making a difference in the community, or taking on a
personal goal or challenge now that they have the financial
security and freedom to do so." Piper Jaffray & Co. is the
chief operating subsidiary of Piper Jaffray Companies (NYSE:PJC), a
focused securities firm dedicated to delivering superior financial
advice, investment products and transaction execution within
selected sectors of the financial services marketplace. The company
operates through two primary revenue-generating segments: Capital
Markets and Private Client Services. Piper Jaffray & Co. has
served corporations, government and non-profit entities,
institutional investors and the financial advisory needs of private
individuals since 1895. Headquartered in Minneapolis, Piper Jaffray
has approximately 3,000 employees in 104 offices in 23 states
across the country and in London. For more information about Piper
Jaffray, visit us online at http://www.piperjaffray.com/ . Since
1895. Member SIPC and NYSE. DATASOURCE: Piper Jaffray & Co.
CONTACT: Susan Beatty, Media Relations of Piper Jaffray & Co.,
+1-612-303-5680 Web site: http://www.piperjaffray.com/
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