Honored to be recognized in Forbes
We've got some exciting news to share: Petite Roche Wealth Management has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Petite Roche Wealth Management couldn't be prouder, as this achievement reflects our shared commitment to making a difference in our clients' lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.
Forbes rankings are developed by SHOOK Research and is 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. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of anyone client's experience and is based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.