Forbes Best-in-State Wealth Management Teams

Alongside Lauren, The Matles Private Wealth Management Group Team was also recognized on the 2024, 2025 and 2026 Forbes Best-in-State Wealth Management Teams³ list.

All awards compiled by Shook Research, LLC (Source: Forbes.com).

1)     2026 awarded February 2026 based on the period from 6/30/2024-6/30/2025. 2025 awarded January 2025; Data compiled based on the period from 9/30/23 - 9/30/24.
2)      2021 awarded March 2021. Data compiled bed on the period from 9/30/19-9/30/20.
3)      2026 awarded January 2026; Data compiled based on the period from 3/31/24-3/31/25. 2025 awarded January 2025; Data compiled based on the period from 3/31/23-3/31/24. 2024 awarded January 2024; Data compiled based on the period from 3/31/22-3/31/23.

View Award Disclosures

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