Some people think this work is all about money. But it’s not. It’s about friendship, integrity, and trust. And we help families live the life they want, and in some special cases, the life they thought they couldn’t have.
Larry Smith, Managing Director – Investments, and C. Scott Sutcliff, Senior Vice President – Investments, have received the following awards:
2018-2022 Forbes Best-In-State Wealth Advisors
The Forbes Best-in-State Wealth Advisors 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.
2017-2020 Barron’s Top 1,200 State By State Advisors
The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.