Honored to receive recognition in Forbes
We’re excited to announce that Forbes named Cassidy Tepper one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Cassidy to help our clients achieve their financial goals. All of us at Azure Wealth Advisors would like to thank our clients for their trust, which made this recognition possible.
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.