Your Goals and Dreams, Our Guidance
We're pleased to announce our team JULIAN | BLACK Wealth Management Group has been recognized on the 2023 Forbes "Best-in-State Wealth Management Teams" list.
Fluctuating markets come and go but we are here to stay. We value our relationship with you and thank you for entrusting us with your financial future. Helping you plan your future, achieve your goals and sharing your lives is why we love our job!
The Forbes Top 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.
2023 Outlook: Recession, Recovery, and Rebound
News and Insights
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State of the Markets
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