Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), and the entire SWMG team for being named to Forbes’ prestigious 2024 Top Wealth Advisors Best-in-State list for the sixth consecutive year!
This remarkable achievement is a testament to Sherri’s leadership and the dedication of the entire team at Stephens Wealth Management Group, who work tirelessly to provide exceptional financial guidance and support to their clients. Being recognized by Forbes—one of the most respected financial publications globally—highlights the firm’s continued commitment to excellence in wealth management.
The Forbes Top Wealth Advisors Best-in-State ranking is highly competitive, and it honors advisors from national, regional, and independent firms across the United States. Advisors are selected based on a rigorous methodology that considers both qualitative and quantitative criteria, including client retention, assets under management, compliance records, and the advisor’s overall quality of service. This recognition underscores not only the strong relationships SWMG has cultivated with clients but also the innovative strategies and financial solutions they deliver to meet each client’s unique needs.
Forbes’ acknowledgment of national, regional, and independent firms showcases the diversity and breadth of expertise in the wealth management industry. Being named to this list for the sixth year in a row highlights SWMG’s ability to consistently adapt to a rapidly changing financial landscape while continuing to serve clients with a personal touch.
We celebrate this milestone achievement with Sherri and the SWMG team and thank them for their unwavering dedication to helping clients build, preserve, and manage their wealth. Their expertise, integrity, and personalized approach continue to make them a standout in the industry.
Here’s to another year of excellence and continued success!
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
For more information and complete details on methodology, go to SHOOKresearch.com.
April 2024 Newsletter