2025 Forbes Best-in-State Wealth Management Team

We are proud to announce that our team has been selected for the 2025 Forbes Best-in-State Wealth Management Teams List.  To be recognized in our industry is a tremendous achievement.  We are proud to serve our community and clients by providing top notch quality advice and investment planning. 


https://www.forbes.com/sites/rjshook/2025/01/09/methodology-best-in-state-wealth-management-teams-2025/

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Norwich Wealth Management

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