Our team was recognized on the 2024 and the inaugural 2023 Forbes Best-In-State Wealth Management Teams list*. With over 80 years of wealth management experience, we have learned the importance of listening to our clients and thoroughly understanding their current situation, past financial experiences, and goals and objectives for the future. We use the information our clients share with us to study, test, analyze, and model strategies. We then present our advice and recommendations in a simple to understand manner (with very little technical jargon) and, with our clients’ permission, implement their wealth management plans in an objective, unbiased, and cost-effective manner.
Our duties and responsibilities continue as we evaluate the progress of their plans, suggesting adjustments when there are material changes in the markets, tax laws, regulations, or when there are major changes in their lives or the lives of their family members. It is our honor and privilege to help our select group of clients build, manage, protect, and transition their wealth. Our mission is to help clients articulate and prioritize their financial objectives, as well as develop a plan for pursuing them. We are committed to understanding our clients’ objectives by defining and implementing appropriate strategies.
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and January 2023 and is based on the aforementioned criteria through the calendar year preceding the award date.