Our team at JL Smith Holistic Wealth Management is thrilled to announce that we have been named a 2024 NorthCoast 99 award winner by ERC, the Employers Resource Council. The NorthCoast 99 award honors 99 great Northeast Ohio workplaces for top talent. After being recipients in 2023, this year’s recognition marks the second time we have received the prestigious NorthCoast 99 award.
“I am beyond proud for our organization to be recognized with this award for the second consecutive year,” said Jason L Smith, Founder and CEO of JL Smith Holistic Wealth Management. “Since day one, we have prioritized building a workplace that fosters the personal and professional growth of our team members and supports them. By nurturing our talent, we are consistently able to serve our clients at the highest level — both goals are equally important to us.”
As a holistic wealth management firm, we know a lot about investments. By investing in our people, we empower our team to:
- Reach new milestones while guiding you through yours via The Bucket Plan® simplified planning process
- Truly understand and help fulfill your needs through a 4-step approach: Discover, Design, Deliver, and Dedicated
- Continuously deepen their expertise in personalized wealth management solutions
- Commit to something greater — from helping you feel secure in your holistic plan to volunteering in the community.
NorthCoast 99 winners participated in a rigorous application process that asked for detailed information on how their organization addresses top-performer attraction, development, and retention in the areas of diversity, equity, and inclusion; employee engagement and talent development; employee well-being; organizational strategy, policies, and benefits; talent attraction, acquisition, and onboarding; and total rewards.
"Twenty-six years ago, ERC launched the NorthCoast 99 awards program and event to help our region become a prime destination for companies and high-performing individuals," said Samantha Marx, ERC's Director of Strategic Projects, who oversees the NorthCoast 99 program. "Beyond being a sought-after accolade, this yearlong research initiative offers employers valuable insights and data into policies and practices that successfully attract and retain top talent."
ERC President Kelly Keefe explained that the winners of this award set a “benchmark for excellence” and that culture and constant work towards improvement are the reasons companies get recognized. “Winning NorthCoast 99 is not easy. This group of 99 employers is constantly evolving, listening, and responding to the needs and desires of today’s talent,” Keefe said.
ERC received applications from businesses in Northeast Ohio on their website in 2024. Applicant responses were judged on policies and practices for attracting and retaining top performers, and the responses from employees at those companies. Scores were given based on their, with the top 99 scorers being the NorthCoast 99 winners. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
*The 2024 NorthCoast 99 awards program is sponsored by Anthem Blue Cross and Blue Shield; Berman Moving & Storage; CIBC; Cleveland Magazine; ERChealth; Maloney + Novotny; Meyers, Roman, Friedberg & Lewis; Oswald Companies; Staffing Solutions Enterprises; and WKYC Studios.