Concentus has Advisor named a 2023 Forbes Best-In-State Wealth Advisor

April 11, 2023

Trifecta! For the 3rd year in a row, Concentus has an advisor named to the Forbes’  “Best-In-State Wealth Advisors” list. Published annually, this list spotlights more than 6,500 advisors — researched, interviewed, and assigned a ranking by SHOOK Research. For more information on the methodology, please see: Methodology: Forbes Best-In-State Wealth Advisors 2023

Check out the full list: 2023 Best-In-State Wealth Advisors

Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Award is based on the period from 6/30/2021 to 6/30/2022. Neither Concentus Wealth Advisors nor any of its advisors pay a fee in exchange for this award.