Please join me in congratulating, not me, but the amazing team beside me that is responsible for any recognition or accolades bestowed upon Adams Wealth Partners.  Early in my career, I have to admit I loved the feeling of getting these individual awards as I built a firm and the recognition was nice.  As we age, and (hopefully) accrue wisdom and deeper perspective, it becomes clear that relationships- whether its clients, friends, co-workers, romantic- are the most important investment we can make.

CONGRATULATIONS to Adams Wealth Partners for being named to the 2024 FORBES Best-In-State Wealth Management Teams!!!!  (Yes, Jolene was included, don’t you worry…)

The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Leave a Comment