Broker Check

Forbes' Top Wealth Advisors 2024

| April 05, 2024

We are honored to announce Paul's rankings in Forbes for 2024! He ranked as #178 of America's Top Wealth Advisors by Forbes and as #3 in all of Washington State on Forbes' Best-in-State Wealth Advisors list.

Being recognized by Forbes over the years is truly a privilege and we are immensely grateful. Our clients' commitment and support are the backbone to making this a reality, so... THANK YOU! Your confidence in our firm means everything to us. We look forward to serving you all in the years ahead and, as always, we gladly welcome any friends or family who may have an interest in our retirement planning and investment management services!




Forbes: Best-in-State Wealth Advisors: The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2024: 44,990 nominations received, based on high thresholds - 23,876 invited to complete online survey - 20,412 telephone interviews - 4,926 in-person interviews at advisor's location - 1,507 virtual interviews. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Forbes: Top 250 Financial Advisors: The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2024: 44,990 nominations received, based on high thresholds - 23,876 invited to complete online survey - 20,412 telephone interviews - 4,926 in-person interviews at advisor's location - 1,507 virtual interviews. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.