Broker Check

Named to Forbes' 2018 List of Top 250 Wealth Advisors

| September 22, 2018

We were recently honored to have Paul listed among the 250 advisors named to Forbes' 2018 list of "Top Wealth Advisors". This includes being only 1 of 6 advisors to make the list in Washington State.

The methodology used included "A focus on both quantitative and qualitative factors, including telephone and in-person meetings". Some of the qualitative factors included the following:

Full details on their methodology can be found by clicking here.

We would like to thank each of our clients for your ongoing support & trust!


Disclosure: 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.

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