Scrap Book
September 2023 - Jennifer Brucato Earns the Accredited Wealth Management Advisor (AWMA®) Designation
March 2023 - LeGrand S. Redfield, Jr. Achieves Prestigious Top of the Table MDRT Qualification
February 2023 - Asset Management Group, Inc. is pleased to announce the addition of Ashley M. Tuccinardi, of Stamford, CT, to our team
January 2023 - Jennifer M. Brucato Passes the FINRA Series 65 Securities License Exam and is Promoted to Associate Financial Planner
December 2022 - Michelle L. Ross Completes the Risk Management, Insurance Planning and Employee Benefits Course
August 2022 - Asset Management Group, Inc. named a 2022 top RIA firm by Financial Advisor Magazine
April 2022 - LeGrand S. Redfield, Jr. Achieves Prestigious Top of the Table MDRT Qualification
January 2022 - LeGrand S. Redfield, Jr. Earns Retirement Income Certified Professional (RICP®) from The American College of Financial Services
July 2021 - Financial Advisor Magazine 2021 RIA Ranking- Asset Management Group was ranked #2 in assets under management in the State of Connecticut for the Asset Category of $500 million to $1 Billion.
July 2021 - Michelle L. Ross Earns the Accredited Wealth Management Advisor (AWMA®) Designation
June 2021 - LeGrand S. Redfield, Jr. Achieves Prestigious Top of the Table MDRT Qualification
December 2019 - LeGrand S. Redfield, Jr. CLU, ChFC, CFP achieves 2019 NAIFA Quality Award-Financial Advising and Investments qualification in recognition of commitment to exceptional client service, professional education, industry volunteerism and adherence to NAIFA Code of Ethics. This represents the 24th time this honor has been achieved. Since 1945 the NAIFA Quality Award has been the mark of excellence and quality service in our industry.
November 2019 - Asset Management Group a Winner of InvestmentNews' 2019 Best Practices Award
March 2019 - LeGrand S. Redfield, Jr. CLU, ChFC, CFP® Achieves Prestigious Top of the Table MDRT Qualification
April 2018 - Michelle L. Ross Named Vice President of Operations
April 2018 - Helen B. Redfield Named Executive Vice President
January 2018 - Jennifer M. Brucato Earns the Financial Paraplanner Qualified Professional (FPQP™) Designation
November 2017-LeGrand S. Redfield, Jr. CLU, ChFC, CFP achieves 2017 NAIFA Quality Award-Financial Advising and Investments qualification in recognition of commitment to exceptional client service, professional education, industry volunteerism and adherence to NAIFA Code of Ethics. This represents the 22nd time this qualification has been achieved. Since 1945 the NAIFA Quality Award has been the mark of excellence and quality service in our industry.
October 2017 - Asset Management Group a Winner of InvestmentNews' 2017 Best Practices Awards
October 2017- Asset Management Group invited to the Closing Bell Ceremony at the New York Stock Exchange
August 2017- Natalie E. Espinal Earns the Registered Paraplanner (RP) Designation
November 2016- LeGrand S. Redfield, Jr. CLU, ChFC, CFP inducted to MDRT's Quarter Century Club. The Quarter Century Club was created as a special room at the Annual Meeting for older, long-time MDRT members to gather. Entry into the Quarter Century Club was granted to individuals age 65 or older, or those with 25 years of MDRT membership. It was a huge success when it debuted at the 1985 Annual Meeting in San Francisco, California, with 300 eligible attendees.
Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
October 2016- LeGrand S. Redfield, Jr. CLU, ChFC, CFP named by Five Star Professional as a recipient of the 2015 Connecticut Five Star Wealth Manager Award in the December issue of Connecticut Magazine.
August 2016- Asset Management Group name to Inc. 5000 List of Fastest Growing Companies for second consecutive year.
July 2016- Asset Management Group Recognized in Financial Advisor's 2016 RIA Survey
July 2016- LeGrand S. Redfield, Jr. CLU, ChFC, CFP named by Five Star Professional as a recipient of the 2016 Connecticut Five Star Wealth Manager Award in Westchester Magazine.
March 2016- Redfield Qualifies for Prestigious "Top of the Table"- Outstanding client service, ethics and professionalism have elevated LeGrand S. Redfield, Jr. CLU, ChFC, CFP® to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table- The Premier Association of Financial Professionals. Redfield is a 25-year MDRT member and a 8 time consecutive Top of the Table qualifier.
November 2015- The National Association of Insurance and Financial Advisors presents LeGrand S. Redfield, Jr. CLU, ChFC, CFP® with the honor of 2015 NAIFA Quality Award in Financial Advising and Investments in recognition of commitment to exceptional client service, professional education, industry volunteerism and adherence to NAIFA Code of Ethics. The award represents the 20th year this honor has been achieved.
October 2015- Asset Management Group a Double Winner of InvestmentNews' 2015 Best Practices Awards
August 2015- Asset Management Group Named to Inc. 5000 List of Fastest Growing Companies
August 2015- LeGrand S. Redfield, Jr. CLU, ChFC, CFP named by Five Star Professional as a recipient of the 2015 Westchester Five Star Wealth Manager Award.
July 2015- Asset Management Group recognized by Financial Advisor Magazine as one of the top Registered Investment Advisors in the country with consecutive years of a signficant percentage of growth in assets.
July 2015- LeGrand S. Redfield, Jr. CLU, ChFC, CFP named by Five Star Professional as a recipient of the 2015 Connecticut Five Star Wealth Manager Award in Westchester Magazine.
June 2015- Asset Management Group is a Finalist or InvestmentNews Best Practices Awards
May 2015- Violet Krom Completes Course "Planning for Retirement Needs"
April 2015- Jennifer M. O'Leary Awarded the Registered Paraplanner (RP) Designation
March 2015- Redfield Qualifies for Prestigious "Top of the Table"- Outstanding client service, ethics and professionalism have elevated LeGrand S. Redfield, Jr. CLU, ChFC, CFP® to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table- The Premier Association of Financial Professionals. Redfield is a 24-year MDRT member and a 7 time consecutive Top of the Table qualifier.
March 2015- Invitation Only offer extended for LeGrand S. Redfield, Jr. CLU, ChFC, CFP to attend the 6th annual Barron's Top Independent Advisors Summit. The theme, Trust in Innovation, will continue the conversation of growth and success within the elite tier independent advisory field. Trust is the backbone of the wealth advisory value proposition. Clients trust their advisor to understand their needs and goals, to help make the best decisions and to provide the most valuable advice. Innovation, whether it be in technology, human capital, financial planning or investment approaches can drive the success, efficiency, and productivity of an advisory business resulting in better client outcomes and sustained growth.
Trusting in Innovation will allow the advisor to embrace change and focus their energy on seizing current and future opportunity. The skills and mindset which have brought you success in the past may not be the same as what will be needed to continue your success in the years to come. Trusting in the value of innovative thinking from your peers, industry leaders, outside experts and others will set you on the path for greater achievements in the future.
March 2015- Westchester Magazine announces the inclusion of Asset Management Group, Inc. and LeGrand S. Redfield, Jr. into its group of 2015 Five Star Wealth Managers based on those wealth managers who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts. This is the third year the firm has been included.
January 2014- Violet Krom, RP Adds Risk Management to Her Portfolio
November 2013- Michelle L. Hazzard RP Named Executive Director
November 2013- Advanced Retirement Planning Designation Granted to LeGrand S. Redfield, Jr. CLU, CHFC, CFP®
August 2013- LeGrand S. Redfield, Jr. achieves the NAIFA Quality Award. The award is for recognition for his commitment to excellence in service to his clients and industry, in his pursuit of education and training and in his adherence to NAIFA's Code of Ethics. The prestigious award is an indicator of the quality service that is continuously provided to clients.
July 2013 Asset Management Group Recognized in Financial Advisor's 2013 RIA Survey
July 2013- Top of the Table - Redfield Qualifies for Membership for the 22nd year as a Qualifying and Life member with 5 years in Top of the Table.
March 2013 Invitation to Barron's Top Independent Advisor's Summit
December 2012 Connecticut Magazine announces the inclusion of Asset Management Group, Inc. and LeGrand S. Redfield, Jr. into its group of 2012 Five Star Wealth Managers based on those wealth managers who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts.
October 2012 LeGrand S. Redfield prominently mentioned in an article authored by Jeff Schlegel in Financial Advisor Magazine- " The Great Divide”
August 2012 Westchester Magazine announces the inclusion of Asset Management Group, Inc. and LeGrand S. Redfield, Jr. into its group of 2012 Five Star Wealth Managers based on those wealth managers who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts.
July 2012- Top of the Table - Redfield Qualifies for Membership
November 2011- Listed in Medical Economics 2011 Best Financial Advisers for Doctors
September 2011 Asset Management Group was included in the Rankings of both AdvisorOne Magazine's list of Top Wealth Managers in 2011 and Financial Advisor Magazines's survey of Top Registered Investment Advisors for 2011.
August 2011 Getting the Biggest Technology Bang for your Bucks- edited transcript of the July 19 webcast "Adviser Tech 2012: What Should You Buy Next?” The panelists were Jude Boudreaux, Founder and Owner of Upperline Financial Planning LLC, Sabrina F. Lowell, Associate Adviser, Mosaic Financial Partners, Inc., and LeGrand S. Redfield, Jr., President, Asset Management Group, Inc.
July 2011 Top of the Table - Redfield Qualifies for Membership
June 2011 Invitation to speak at Harvard.
April 2011 Westchester Magazine announces the inclusion of Asset Management Group, Inc. and LeGrand S. Redfield, Jr. into its group of 2011 Five Star Wealth Managers based on those wealth managers who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts.
April 2011 LeGrand S. Redfield, Jr. CLU, ChFC is Granted CFP®Mark
August 2010 Westchester Magazine announces inclusion of LeGrand S. Redfield, Jr. into it's group of 2010 Five Star Wealth Managers based on those wealth managers who scored highest in overall satisfaction.
July 2010 Top of the Table - Redfield Qualifies for Membership
June 2010 College for Financial Planning Awards Violet Krom the Registered Paraplanner Designation.
August 2009-Asset Management Group Named "Best In Client Satisfaction" in the August 2009 issue of Westchester Magazine.
June 2009 "Financial Advisers sing the praises of account aggregation services."
May 2009 LeGrand S. Redfield, Jr. qualifies for prestigious "Top of the Table" membership of the Million Dollar Round Table - the Premier Association of Financial Professionals®. "Attaining Top of the Table membership in MDRT is a distinguishing career milestone reserved for a select few like who have proven that they are among the best of the best," says MDRT President Walton W. Rogers, CLU, ChFC, of Annapolis, Maryland.
October 2008 Founder of Asset Management Group, Inc., LeGrand S. Redfield, Jr. CLU, ChFC, LUTCF, recognized on Worth Magazine's Top 250 Wealth Advisor List. Worth Magazine's editors say "the list represents months of extensive research and rigorous analysis to select a chosen few-those who have earned the distinction for their outstanding expertise, insight, trustworthiness and commitment to their clients' needs."
July 2008 Wealth Manager Magazine includes Asset Management Group in their article "Revealed", Secrets of the 2008 Top Dogs, wealth managers serving some of the the wealthiest clients.
June 2008 Asset Management Group's sponsored girls' basketball team wins league championship with a 15-0 record. Celebration trip to Elizabeth Arden's Red Door.
May 2008 Helen Redfield is awarded the Registered Paraplanner (RP) designation from the College for Financial Planning.
March 2008 LeGrand S. Redfield, Jr. qualifies for the prestigious "Court of the Table" of the Million Dollar Roundtable- the Premier Association of Financial Professionals.
February 2008 Sarah Bradlaw is awarded the Registered Paraplanner (RP) designation from the College for Financial Planning.
December 2007 Angela Parker is awarded the Registered Paraplanner (RP) designation from the College for Financial Planning.
November 2007 Reuters names LeGrand S. Redfield, Jr. as a Top Adviser for 2008, based on a rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to its peers.
August 2007 InvestmentNews "Paperport a favorite for scanning, managing documents" Contributed to the article on how we use the software as part of our practice.
August 2007 The Million Dollar Roundtable announces that LeGrand S. Redfield, Jr. CLU, ChFC, LUTCF has been designated a member of the Honor Roll, having qualified for membership in the The Premier Association of Financial Professionals for 15 years.
August 2007 Wealth Manager Magazine"Top Dogs" - Asset Management Group ranked among the Top Wealth Managers for the Fifth out of six years.
July 2007 Financial Advisor Magazine "Shifting Into High Gear" - Asset Management Group, Inc. ranked with RIA firms by 2006 Asset Growth.
Fairfield County Business Journal January 22, 2007 "Clients Credits and Awards" - 2006 National Quality Award from National Association of Insurance and Financial Advisors.
Wealth Manager Magazine July / August 2006 "Super Stars" - Asset Management Group ranked among the Top Wealth Managers for the fourth out of five years.
U.S. News & World Report January 9, 2006, "High Rents, No Parking" - Asset Management Group moves from Greenwich to Stamford.