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Condor Capital advisors earn InvestmentNews $100M Club recognition

3 hours ago
By AI, Created 17:07 UTC, Jul 30, 2026, AGP -

Condor Capital Wealth Management said Tanya Walliser and Jeanette Lucas were named to InvestmentNews’ Top Female Financial Advisors in the U.S. $100M Club on July 30, 2026. The ranking spotlights women advisors who each oversee at least $100 million in client assets.

Why it matters: - The InvestmentNews ranking recognizes female advisors managing at least $100 million in assets, a benchmark that signals scale, client trust and long-term practice growth. - The honor puts two Condor Capital Wealth Management advisors on a national list that can strengthen the firm’s visibility with high-net-worth clients and families.

What happened: - Tanya Walliser, CFP®, and Jeanette Lucas, CFP®, ChSNC™, CDFA®, were named to the InvestmentNews Top Female Financial Advisors in the U.S. $100M Club. - Condor Capital Wealth Management announced the recognition on July 30, 2026. - The full list of honorees is available on the InvestmentNews website.

The details: - Walliser is a Partner and Senior Financial Advisor at Condor Capital. - Walliser focuses on high-net-worth individuals and families. - Walliser specializes in estate planning, tax-efficient wealth transfer and multigenerational financial planning. - Walliser often coordinates with attorneys and accountants on complex financial decisions. - Lucas is also a Partner and Senior Financial Advisor at Condor Capital. - Lucas provides comprehensive financial planning for clients navigating major life transitions. - Lucas is a Chartered Special Needs Consultant® and Certified Divorce Financial Analyst®. - Lucas works with families facing complex personal and financial circumstances. - The InvestmentNews $100M Club recognizes female financial advisors who individually manage at least $100 million in assets under management. - InvestmentNews selects honorees based on assets reported for the qualification period and verified through firms’ compliance departments. - Condor Capital Wealth Management is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. - Condor Capital has provided investment management and financial planning services for more than 35 years. - Condor Capital serves individuals, families, trusts, retirement plans and institutions. - Condor Capital operates as a fiduciary and fee-only firm.

Between the lines: - The recognition highlights advisors whose work blends technical planning with client relationships, especially in areas like estate transfer, divorce and special-needs planning. - Michael Walliser, president of Condor Capital Wealth Management, said Tanya Walliser and Jeanette Lucas reflect the firm’s professionalism, integrity and commitment to clients. - The award also reinforces Condor Capital’s positioning around specialized advice for complex household finances rather than broad-based sales.

What's next: - Condor Capital is directing readers to its website and phone line for more information about the firm. - The InvestmentNews ranking will continue to serve as a public benchmark for advisors who meet the $100 million asset threshold. - Condor Capital’s social channels include LinkedIn, Instagram, Facebook, YouTube and X.

The bottom line: - The honor gives Condor Capital two nationally recognized advisors and underscores the firm’s focus on long-term, high-touch wealth planning.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

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