2025 Forbes Best-In-State Wealth Management Team

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (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. 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.


Welcome to the Frontenac Heritage Wealth Management Group of Wells Fargo Advisors
Personal Wealth Strategies that are Coordinated, Integrated and Tailored

We are a forward-thinking team of driven, compassionate professionals who provide meaningful guidance and a tailored approach to client care for individuals, families, and businesses both locally and around the country. 

Our mission is to become the most essential partner and advocate in our clients’ lives. We aim to achieve this by leveraging our experience, expertise, and passion for making a difference as we help them define what matters most and to pursue their vision of financial success with clarity and confidence.




Why Do Clients Choose Us?

Our Approach is Collaborative Our Guidance is Meaningful Our Relationships are Lasting
  • We get to know you thoroughly
  • We develop a custom strategy
  • We simplify the complex and educate
  • We leverage a team approach
  • We manage money with purpose
  • We access world-class, exclusive resources
  • We are accessible and responsive
  • We are flexible and diligent
  • We are here for multiple generations

Our Focus

The word “Heritage” in our name speaks to our unwavering focus in our work with clients. We bring together and aim to simplify the complex intersection of wealth management, goals-based planning, and investment management in a way that helps clients focus on today as well as providing answers to important legacy-based questions.



Contact Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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