Michael Randall Honored at the 2025 WealthManagement.com Industry Awards

Last Thursday I had the honor of being recognized as a Rising Star Honoree at the 2025 WealthManagement.com Industry Awards in New York City.

Now in its 11th year, the Wealth Management Industry Awards—known as The Wealthies—celebrate outstanding achievements by firms and individuals that support the success of financial advisors. Winners are chosen through a mix of quantitative measures, such as scope, scale, adoption, and feature set, and qualitative measures like innovation, creativity, and user experience.

The Rising Star category recognizes next-generation advisors who demonstrate vision, creativity, integrity, and leadership in driving meaningful impact for clients, their firm, and the broader profession. Selection criteria included firm and industry leadership, business growth, thought leadership, and contributions to advancing the profession.

The evening took place at Cipriani 42nd Street during a black-tie gala that brought together professionals from across the wealth management industry. As an introvert, I was a little hesitant about flying across the country and stepping into such a large, formal event, but I’m glad I went. It was an incredible opportunity to connect with peers, enjoy great food, and spend time with friends and family while in New York.

For me, this recognition is less about the award itself and more about what it represents: a continued commitment to serving clients with excellence, advancing the profession, and building Oak Summit Wealth Management into a firm that delivers lasting value across investments, taxes, and estate planning.

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