We are pleased to announce that because of the families we serve and the value that we place in those relationships, we have been recognized by Forbes as #56 nationwide on their Top Wealth Management Teams for Private Wealth list for 2022.

When looking through the list of families we help, it is truly remarkable that we have the privilege of serving some of the smartest, kindest and most decent people.  We are humbled to be entrusted with our clients’ financial success and will continue to work tirelessly to always deserve that trust. 

Our clients have been instrumental in helping us to be successful.  We would like for our clients to know how very grateful we are for our relationship; for their trust; for their kindness.  

We are honored to be recognized by Forbes as #56 on the Top Wealth Management Teams for Private Wealth.  We acknowledge that it would not have been possible without our clients, and our exceptional team.

2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating.  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.  Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.