Awards & Accolades

The WealthManagement.com Industry Awards Celebrate the companies, individuals, and organizations that demonstrate outstanding achievement in support of financial advisor success. The TAMP award category recognizes new initiatives and programs as well as enhancements to existing platforms that improve advisors’ understanding, usage and portfolio management via a TAMP model.

Award recipients are selected based on their ability to inspire, lead and motivate others, in addition to their time and effort dedicated to a local charity. Echoing the firm’s values of “Heart, Excellence, Integrity, and Respect,” the award provides opportunities for associates and advisors to promote their shared values by submitting nominations. Additionally, AssetMark donated $10,000 to the charitable organization supported by each recipient in honor of their sustained contributions and ongoing community support.

AssetMark’s giving commitment of $250,000 over five years (2018 – 2022) aligns with the Center’s mission to create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning.

The Stevie Awards for Women in Business are the world’s premier honors for female executives, entrepreneurs, employees, and the companies they run. Both Ms. Hansen and Ms. Wolfsen will be among those recognized for the 17th annual Stevie Awards for Women in Business.

The American Heart Association has defined best practices for employers to use to build a culture of health for their employees in the workplace. The American Heart Association’s Workplace Health Achievement Index measures the extent to which the company has implemented those workplace health best practices. Companies recognized at the Silver level have achieved an Index score of 130 – 174 out of a maximum 217 points.

This award is a distinct honor for workplaces that are cultivating outstanding cultures of well-being in areas such as leadership, organizational foundations, policy and environment and program implementation and participation.

The Bay Area Healthiest Employers Awards evaluates the robustness of nominees’ wellness programs in six key categories: Leadership Commitment, Strategic Planning, Foundational Components, Programming and Interventions, Communication and Marketing and Reporting and Analytics.

The Illinois Healthiest Employers awards program honors employers that are dedicated to creating a healthy workplace through their worksite health and wellness programs.

The Phoenix Healthiest Employer annual awards recognizes those companies that are improving the well-being of their workers through a variety of innovative methods.