We are so excited and honored to announce Paul's listing in Forbes' Top 250 Wealth Advisors for 2021, as he climbs the ranks to take the 175th spot. This also marks the fifth year in a row that he has received this recognition. As always, our entire team wants to thank all our clients for their trust, support, and for continuing to refer their friends and family to us. Your confidence in our services means the world to us. We look forward to serving you all in the years ahead!
Disclosures: "The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative 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 or SHOOK receive a fee in exchange for rankings."
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.