Celebrating Two Decades of Partnership and Service

Celebrating Two Decades of Partnership and Service

Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger and Martha have worked together to serve hundreds of families with complex financial lives, helping them to find...
FAAAM! – with apologies to Irene Cara

FAAAM! – with apologies to Irene Cara

FAANG Big news – Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have found useful in describing the phenomenal growth of a handful of “tech” companies: Facebook, Amazon, Apple,...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. 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. View Patrice’s full Forbes profile here.

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