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Managing Partner Rick Buoncore Named Top Wealth Advisor by Forbes

 

We are pleased to highlight that our Managing Partner Rick Buoncore has been recognized by Forbes as a Top Wealth Advisor.  He is named 109 out of 250 advisors.

Forbes' Top Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative criteria and quantitative data.  Advisors that are considered have a minimum of seven years experience, and the algorithm weighs 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 criterion due to varying client objectives and lack of audited data.

We are honored to be a part of such an exclusive list and we remain dedicated to providing holistic, trustworthy advice to help our clients meet their financial goals.

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.  Advisors with listings in bold have paid a fee to do so.  To view this year's list, please visit: https://www.forbes.com/top-wealth-advisors/#2ae29ca61a14

 

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