We are pleased to announce that we have recently been named to Forbes list of "America's Top Wealth Advisors" for 2017. We consider this quite an honor as only 250 advisors were named to the list.

According to Forbes the list is based in "in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. We consider client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated for their firms."

Disclaimer: Recognition from rating services or publications is no guarantee of future investment success. 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.