We are pleased to announce that The Cooper Meyer Wealth Management Group has been recognized as one of the the Top Ten 2024 Forbes Best-in-State Wealth Management Teams. We believe this accolade represents an impressive list of professionals that come to work with one goal in mind – helping our clients succeed.
Source: Forbes.com. 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. 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. 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.