Awarded as one of Forbes 2025 Best-in-State Wealth Management Teams
We believe this accolade demonstrates our commitment to our main goal - helping our clients succeed financially.
We are humbled to receive this award and hope you see this recognition as a reflection of our ongoing dedication to always putting our clients' interest first. We sincerely appreciate the opportunity to serve your wealth management needs and the trust you place in us to help you pursue your short- and long-term investment goals.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 {Source: Forbes.com).
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating, 5,331 (45.66% of the candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating, 5,331 (45.66% of the candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.