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JMPK Team Photo.pngHeritage Reserve Wealth Management Group uses a disciplined process based on sound investment principles to design wealth management strategies that help to give you the freedom to spend your time and energy on what matters most to you.

Heritage Reserve Wealth Management Group of Wells Fargo Advisors Named By Forbes as one of 2024 Best-In-State Wealth Management Teams 

West Bend, Wisconsin, January 18, 2024– The Heritage Reserve Wealth Management Group of Wells Fargo Advisors in West Bend and Waukesha, Wisconsin has been named as one of 2024 Best-in-State Wealth Management Teams by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

“It’s an honor for our team to be recognized by Forbes in this way,” said Boyd Janto, Managing Director – Investments. “As investment planning has become more complex, our top priority is to work hard to serve our clients with energy, ethics, passion and attention to detail.”

The Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Wealth Management Teams ratings algorithm are 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.

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