Honored to receive industry recognition
We are honored and thankful to serve each of our clients and their families now and in the future. We would like to thank our clients for their continued loyalty and support. We are excited to share that Robert Potter has been recognized by Forbes on the Best in State Wealth Advisors list for 2020, an honor awarded to a select group of advisors for quality of service and success in business and ethics.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.