Congratulations to Sherri Stephens, President and CEO of Stephens Wealth Management Group (SWMG), and the SWMG Team on being named as 2024 Top Wealth Wealth Advisors Best-in-State by Forbes for the sixth consecutive year.
Forbes recognizes advisors from national, regional, and independent firms.
Forbes recognizes advisors from national, regional, and independent firms.
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