Forbes Best-in-State Wealth Management Teams, 2026
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Our practice was established in 2009 with two financial advisors who shared a common vision: to break the mold of traditional financial planning relationships by providing clients with unsurpassed comprehensive advice and top-tier service to make their lives easier and more rewarding. We want our clients to know the Value of Choice. You may want to paint, play an instrument, travel or just spend quality time with your family, but the stress of financial chaos can distract us from the things we love most. Every person has a unique history, circumstances, and dreams. The cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. As we began to work together, it didn’t take long to recognize another unique aspect of this union - the complementing perspectives of a male and female personality both working towards the same common vision. A woman walks the earth in different shoes than a man does. That's going to color how she sees things and because of that she may ask different questions than her male counterparts. That doesn't make either approach any better or worse; just different. Together we bring a collaborative approach drawing on the unique strengths of each team member to provide our clients with a clear plan of action.
All of us at Dedicated Capital are proud to share that our team has been included on the 2026 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio. (9:59)
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