Category: Accolades
Photo by Richard Hurd
CNN Underscored Names Savant Wealth Management a Top 10 Financial Advisor Firm
Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA) located in Madison, is pleased to announce it was named to CNN Underscored’s list of the 10 Best Financial Advisors of March 2024.
To determine the top financial advisors, CNN Underscored’s editors screened over 700 RIA firms headquartered in the U.S. with more than $1 billion total assets under management (AUM) and who had filed the latest Form ADV on or after March 31, 2023. To be considered, the firms must provide financial services, not receive commissions, and not employ registered broker-dealer representatives, insurance companies or agencies, among others. Additionally, the AUM had to meet specific criteria, and the firm had to have no disclosures against it that would preclude its inclusion on the list. Savant did not pay a fee to be included on this list, which was announced Jan. 30.
“It’s an honor to be named by CNN Underscored as one of the top 10 RIA firms in the country,” said Brent Brodeski, CEO of Savant. “Although the list contained several very large RIAs, it was nice to see an employee-owned firm like ours recognized for the comprehensive work we do for clients, including tax and estate planning, as well as financial planning, retirement planning, and investment management.”
In 2023, Savant completed 11 acquisitions – a historic number of deals for the firm. However, we believe Savant’s approach to growth differs from typical aggregators or financial buyers, in that it seeks partners who can help provide a better client experience, a deep bench of specialists, and a wide variety of services. Savant’s investors bring “patient” capital, seeking solid, long-term growth instead of a quick return on their investment.
2024 CNN Underscored 10 Best Financial Advisors of March 2024: This rating published in March 2024 by CNN Underscored is based on assets under management of at least $1 billion and latest ADV filing date of 3/31/23 or later. Savant did not pay a fee to be included in this rating.
For more information about Savant Wealth Management, visit savantwealth.com.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $25.5 billion in assets under management and assets under advisement (as of 12/31/2023). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.
Photo by Richard Hurd
WPS Awarded Platinum Bell Seal for Workplace Mental Health
FOR IMMEDIATE RELEASE
Contact:
DeAnne Boegli
Corporate Communications
608-977-7343
deanne.boegli@wpsic.com
WPS Awarded Platinum Bell Seal for Workplace Mental Health
Mental Health America certification recognizes mental health work
MADISON, Wis.—March 19, 2024—WPS Health Solutions received the highest Bell Seal for Workplace Mental Health award possible from Mental Health America. The Bell Seal award certification recognizes employers committed to creating mentally healthy workplaces.
“We are grateful to be recognized for the efforts our company is making for our employees,” Chief People Officer Moira Klos said. “Among the most important work is alleviating the stigma around asking for help and providing the resources to get that help for our employees and our customers.”
Led by Mental Health America’s rich history in research and advocacy, the Bell Seal’s holistic evaluation of employer practices considers the entire employee experience. The Mental Health America award recognizes organizations at four levels: Bronze, Silver, Gold, and Platinum. WPS earned a Platinum-level award.
“Your organization is certified as a 2024 Bell Seal for Workplace Mental Health recipient by Mental Health America,” read a note sent by Schroeder Stribling, President and CEO of Mental Health America. “Only 1 in 4 employers meet the Bell Seal certification standards.”
Mental Health America is the nation’s leading nonprofit dedicated to promoting mental health, well-being, and illness prevention. Their work is informed, designed, and led by the lived experience of those most affected. Find out more at mhanational.org.
About WPS Health Solutions®
Wisconsin Physicians Service Insurance Corporation (WPS Health Solutions), founded in 1946, is a nationally regarded benefits administrator for a variety of U.S. government programs and a leading not-for-profit health insurer in Wisconsin. WPS Health Solutions serves active-duty and retired military personnel, seniors, individuals, and families in Wisconsin, across the U.S., and around the world. WPS Health Solutions, headquartered in Madison, Wisconsin, has more than 2,600 employees. For more information, please visit wpshealthsolutions.com.
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Photo by Richard Hurd
Muza Sheet Metal Co. Receives Prestigious Grand Award from WI Manufacturers & Commerce
Muza Sheet Metal was proud to receive the esteemed Grand Award from the Wisconsin Manufacturers & Commerce, Manufacturer of the Year Awards, Medium Category. This prestigious award underscores Muza Sheet Metal Co.’s commitment to excellence and innovation.
This award is a testament to Muza Sheet Metal Co.’s unwavering dedication to delivering exceptional quality and service to our clients. We also aim to uphold our vision to grow and innovate, ensuring we’re always providing the very best solution for our customers.
The recognition demonstrates the hard work and dedication of our incredible team, who consistently embody Muza’s core values of family, growth, and strength. Muza Sheet Metal Co. also extends its heartfelt gratitude to its customers, partners, and supporters for their continued trust and collaboration. This award would not have been possible without their unwavering support.
Muza Sheet Metal Co. has been in business since 1928, pushing the status quo and growing ever since. Muza, which started with about 15 employees between 1998 and 2000, now has over 160 active employees and has expanded from 10,000 square feet to 150,000 square feet of production space.
In 2023, they expanded to the Madison market by building a state-of-the-art design center that will support architects, designers, and general contractors in the ever-expanding world of architectural sheet metal. Muza offers the installation of architectural metal cladding in a variety of finishes and gauges. Their in-house fabrication shop allows them to customize projects according to their customers’ vision.
For more information about Muza Sheet Metal Co. and its award-winning services, please visit www.muzasheetmetal.com
Photo by Richard Hurd
The Creative Company Wins Platinum in the 2023 MarCom Awards
FMI: Cassandra Bretl
608.442.6336
cassandra@thecreativecompany.com
The Creative Company Wins Platinum in the 2023 MarCom Awards
This marks the fourth MarCom Award for the public relations, marketing, and web development firm
MADISON, Wis. (March, 2024) – In the 2023 international creative competition for marketing and communications professionals, The Creative Company wins a Platinum MarCom Award in the video campaign category.
The Creative Company was one of 6,500 entries in 2023, submitting materials from its recruitment video campaign for One City Schools in Madison. The campaign featured creative illustrations, strategic messaging, the production of seven compelling videos, and a Google Ads campaign.
“A successful campaign begins with first defining the goals, creating a budget, determining the target audience, selecting the media, developing the message, and then creating something worth watching,” The Creative Company President and Founder Laura Gallagher said. “I’m very proud of our team and their results for One City School. Sarah Schilling established the messaging and creative direction; Tyler Grimh and Cassandra Bretl led the filming and editing; and Craig Hadley orchestrated the Google Ads campaign.”
MarCom Awards recognize outstanding achievement by creative professionals involved in the concept, direction, design, and production of marketing and communication materials and programs.
Sponsored and judged by the Association of Marketing and Communication Professionals (AMCP), MarCom is one of the oldest, largest, and most respected creative competitions in the world.
Not only did Creative Company’s campaign win an award, but their work also exceeded One City Schools’ initial goal: to boost enrollment numbers. The school continued running the video series past its expected air date so more community stakeholders could watch and understand what sets their school apart.
“They captured the exact same things that we really needed to; the messages that we needed to get across to people, and they nailed it,” One City Schools CEO Kaleem Caire said.
Video Campaign Metrics
- Watch Time: 1,216.5 hours or over 50 days!
- Average Percent Viewed: 92%
- Total Local Views: 100,000+
About The Creative Company: The Creative Company is a leading PR and Digital Agency representing top nonprofits, businesses, and cooperatives, helping them evolve, promote, and protect their brands and reputations. The Creative Company is certified as a Woman-Owned Business Enterprise by the State of Wisconsin and the 2022 Dane County Small Business of the Year Winner. Learn more.
Photo by Richard Hurd
Naf Naf Grill: The Franchisee: Mama’s Restaurant Group
The Franchise: Naf Naf Grill is a national chain of Middle Eastern fast-casual restaurants based in Chicago. Founded in 2009 by the late Sahar Sander, the company has grown from a single location in Naperville to now nearly 40 company-owned and franchised locations across 12 states.