Awards & Credentials

We are honored to be recognized by Forbes and Barron’s and feel these awards reflect the trust our clients have placed in us to help them reach their investment goals.

2024 Barron’s Top 250 Private Wealth Management Teams 

2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). View Full Award Disclosures Fee Paid for use of logo

2024 Forbes Best-in-State Wealth Management Teams 

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).  View Full Award Disclosures Fee Paid for use of logo

2024 Forbes Best-In-State Wealth Advisors

We are proud to announce, Gerald Rouleau Managing Director – Investments, Justin Buell Managing Director – Investments and Dominic Corletto Managing Director – Investments have been recognized as 2024 Forbes Best-In-State Wealth Advisors. 2024 Forbes Best-In-State Wealth Advisors Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).  View Full Award Disclosures