Forbes Awards

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Best-In-State Wealth Advisors 2023
Top Women Wealth Advisors 2023
Best-In-State Wealth Management Teams 2023

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Congratulations to Toni L. Taft on her selection to the 2023 Forbes Best-In-State Wealth Advisors & 2023 Forbes Top Women Wealth Advisors and the entire team for being recognized as the Forbes Best-In-State Wealth Management Teams for 2023


Click here to view the listing.


The Forbes Best-In-State Wealth Advisors, Best-In-State Wealth Management Teams, and Top Women 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. 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. Fee paid for use of logo.