We are honored to be recognized as one of the Forbes Best-In-State Wealth Management Teams for 2023.

The Forbes Best-in-State Wealth Management Teams rating algorithm is based on 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. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.