Dear Friends,
August 22nd marks three years since we established PB FAM Private Wealth (“PB FAM”), and there is no better way to honor this anniversary than by simply saying: Thank You. PB FAM exists because of you. Our vision is to provide concierge wealth management for generational relationships. When we set out to build a different kind of practice, we made one promise to ourselves: every decision would begin and end with the best interests of our clients and the generations who will follow them. Three years later, that promise remains our north star. Your trust has carried us further and faster than we ever imagined, and we do not take a single day of it for granted. So, before anything else, please accept our deepest thanks for allowing us to walk alongside you and your family.
With that gratitude in mind, we are proud to highlight several milestones from this past year:
- Industry Recognition: This past year, Raanan was honored to be named as a Forbes - Best In State Wealth Advisor¹ and as AdvisorHub 250 Advisors To Watch (Under $1B).² We are also recognized by LPL Financial as a Summit Plus team (top 25 out of more than 34,000 advisors).³ While we are deeply proud of these acknowledgments, we view them first and foremost as a reflection of our clients. This recognition is earned through your trust, your partnership, and your continued confidence in our team.
- Approaching a $1 Billion Milestone: We stand inches away from officially becoming a $1 billion private investment firm – a prominent landmark in our industry and a rare achievement for a firm only three years young. This growth has come exactly the way we always intended: organically, one family at a time, as we strive to establish PB FAM Private Wealth as one of the preeminent advisor firms offering family office-style services in the country.⁴
Numbers and accolades, however, will never define this firm. What defines us are the moments in between: the late evening calls answered, the celebrations we have been invited to share, and the challenges we have weathered together. Through anything and everything, our core mission is to ensure you know that we are here for you. Being valued as the first call – for a planning question, an investment strategy, or simply a quirky problem that needs a solution – is the honor of our professional lives, and one we intend to earn every day for the generations of your family still to come.
We also want to take this opportunity to express our profound appreciation for our external professional network we have the honor to work alongside. The attorneys, CPAs, and other professionals who provide our clients with extraordinary service and share our unyielding high standards. From answering our calls on Tax Day to squeezing us in for a document that needs to be drafted with a quick turnaround, you are an essential component that enables us to provide this incomparable level of service.
As we step into year four, our path forward is unchanged: serve exceptionally, grow deliberately, and never settle. Complacency is a “four-letter word” in our firm. And if our service has made a difference for your family, the kindest gesture you could offer in return is a warm introduction. Nothing means more to us than welcoming the friends and loved ones of our clients, and we would consider it a true privilege to care for the people you care about most. We strive to grow methodically and as a family.
Thank you for three remarkable years. Thank you for your trust, your friendship, and the joy of building this together.
The best chapters of the PB FAM Private Wealth story are still ahead, and we are grateful beyond measure that you and your family are part of them.
With sincere gratitude,
Raanan, Brian, Neal, Drew, Stephen, and Lynn
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
AdvisorHub issued AdvisorHub 250 Advisors To Watch (Under $1B) on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth and professionalism. A total of 1984 applications were received and included team member/self-nominations with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate or promote the award. This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor, past investment performance or a guarantee of future results.
*2026 LPL Club levels are based on 2025 calendar year production among LPL financial advisors. Summit+ qualifiers are the top 25 Summit advisors by growth rate or achievement of $50M+ in net new assets in 2025.
The advisors of PB FAM Private Wealth collectively serve more than 1,000 accounts with over $960M in brokerage assets as of August 5th, 2026.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Tracking ID: 1150628