Our Awards & Recognition

We are proud to announce that Forbes has named our team one of the Best-in-State Wealth Management Teams in 2023.  Additionally, Kim Hunter, Managing Director – Investments, has been recognized by multiple industry-leading publications for her dedication to her clients and their families.

In 2023, Kim was named by Forbes as a one of the Best-in-State Wealth Advisors for California, one of America's Top Women Wealth Advisors, and one of the Best-in-State Women Wealth Advisors for California.

2023 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 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

Forbes America’s Top Women Wealth Advisors and 2022 Best-in-State Wealth Advisors rankings algorithms are based on 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 ranking. Investment performance is not a criterion.