The Matles Private Wealth Management Group

Recognition


 Forbes 2025 Top Women Wealth Advisors



We are proud to announce that Lauren Matles, Managing Director - Investments of the Matles Private Wealth Management Group, was recognized on the Forbes 2025 Top Women Wealth Advisors Best-in-State1 list.

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Forbes Best-in-State Wealth Management Teams



Alongside Lauren, The Matles Private Wealth Management Group Team was also recognized on both the 2024 and 2025 Forbes Best-in-State Wealth Management Teams2 list.

 
 

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

1)      2025 awarded January 2025 based on the time period from 9/30/23 - 9/30/24.

2)      2025 awarded January 2025; Data compiled based on the time period from 3/31/23-3/31/24.2024 awarded January 2024;
Data compiled based on the time period from 3/31/22-3/31/23

View Award Disclosures

 PM-08212026-7664293.1.1

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