Honored to receive recognition
It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, D'Souza Private Wealth Management has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients' trust and for the dedication of our entire team.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.Honored to receive recognitionIt’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, <<practice name>> has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.