November 7, 2024
We have been providing wealth management and financial advisory services for 25 years. To be recognized by Forbes and their partners at SHOOK – the world’s only advisor research firm – is an opportunity to expand our services to more people needing a Registered Investment Advisor (RIA) who leads with trust, integrity, and education.
To understand the significance of this recognition, let us take a closer look at the methodology Forbes and SHOOK used to compile this prestigious list.
However, only 250 designations were given for 2024.
SHOOK’s evaluation includes quantitative metrics such as Assets Under Management (AUM) and growth rates, as well as qualitative assessments like client experience and industry reputation. Regulatory compliance was also reviewed to ensure ethical standards. The final rankings combined these quantitative and qualitative factors, highlighting firms that excel in both asset management and client service.
Being ranked #103 out of 250 firms is a significant milestone for us. It reflects our dedication to our clients, our investment philosophy, and our commitment to maintaining high standards in our industry. We would like to thank our clients and team members for their support in achieving this recognition.
As we look to the future, we remain focused on providing the best possible experience for our clients – a holistic plan for our clients’ unique financial futures.
For more information about the ranking methodology and the full list, check out the Forbes article.
