As a team with multigenerational family members named to the Forbes "Best in State Wealth Management Teams" (Published on January 9, 2025. Rankings based on data as of March 31, 2024), we understand what it takes to manage wealth for families and individuals across generations, and we are proud that so many of our relationships span multiple generations. We take the time to know our clients as individuals and investors, and we value the relationships we develop.We develop long-term relationships through a commitment to quality client service. You can rely on our personalized advice, integrated strategies, and extensive wealth management experience.2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.