2023 Forbes Best-in-State Wealth Management Team

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, which does not receive compensation from 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 investment advice and based solely on the disclosed criteria.


  • Thorough and streamlined discovery helps us get to know you, your attitudes, behaviors, and priorities
  • A custom strategy is developed that looks at our clients’ entire situation, identifies blind spots, and creates a path toward growing and maintaining wealth
  • Straightforward recommendations are made that simplify the complex and ease decision-making


  • Relevant experience, specialized expertise, and ongoing education allow for innovation and perspective
  • A clear investment approach that is designed to help reduce risk1, optimize asset allocation, and is tied to each client’s needs as identified in their plan
  • The ability to collaborate and provide resources to advise in every aspect of our clients’ financial lives
1. Asset allocation does not guarantee a profit or protect against loss in a declining market


  • A firm-wide commitment to the highest levels of accountability, integrity, respect, and transparency
  • Proactive reviews help us benchmark where our clients are in terms of their life goals and allow us adjust to life’s inevitable changes
  • Positioned to provide a lifetime of advice, value, and support to our clients and their families