Broker Check

Named as the 162nd Top Wealth Advisor in America

| August 24, 2022
Share |

We are proud to announce Paul's listing in Forbes' Top 250 Wealth Advisors for 2022, once again rising in the ranks to the 162nd spot. This is the sixth consecutive year he has received this recognition, originally beginning in 2016. Our entire team hopes you will join us in celebration and wants to thank YOU for your ongoing confidence and support, allowing us to provide the best service possible and earn this honor. We are excited to serve you in the many years ahead!

Disclosures: "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 August 2022: 36,110 nominations received, based on thresholds – 20,240 invited to complete online survey – 15,072 telephone interviews – 3,078 in-person interviews at Advisor’s location - 1,357 virtual interviews.”

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.

Share |