Press & Accolades

Forbes Award-Winning Firm

We are honored to have earned a spot on not one, but two Forbes Lists:
Forbes Best-In-State Wealth Advisors and Forbes Top Women In Wealth - for four years running!

                                            

Some of the articles linked to on this page contain awards or rankings. Please note that third-party rankings and recognitions are no guarantee of future investment success and do 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 by any client nor are they representative of any one client’s evaluation. 

* Forbes Best in State Wealth Advisors list includes 10 recipients per state.  The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices.  The award is not based on portfolio performance or client reviews.  There is no fee in exchange for rankings.

*The Forbes ranking of America's Top Women Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing
factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.

 Forbes Best in State Wealth Advisor 2018 Award was determined by interviews with advisors with more than 7 years total experience who were nominated by their firm,
along with compliance records, assets under management, and other data. The award is not based on client reviews or on portfolio performance.

Third-party rankings and recognitions are no guarantee of future investment success and do 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 by any client nor are they representative of any one client’s evaluation.

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