WEALTH MANAGEMENT WITH INTEGRITY,
PORTER-GAUD PARENT A SSOCIATION | PORTERGAUD.EDU/PGPA | FPGPARENTASSOCIATION@PORTERGAUD.EDU
PROFESSIONALISM, AND A CARING TOUCH
Retirement income planning through coordinated wealth
management is what we do, but giving our clients time to focus on
what is most important in their lives is who we are.
PROUD SUPPORTERS OF CYCLONES ATHLETICS.
The 2020 ranking of the ForbesBest-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meengs to evaluate each advisor ualitavely and on a ranking algorithm that includes client retenon industry eperience
review of compliance records rm nominaons and uantave criteria including assets under management and revenue generated for their rms Overall 2000 advisors were considered and 000 2 percent of candidates were recognied The full methodology that Forbes
developed in partnership with SHOOK Research is available here
The Womens hoice Award is for advisors who provide uality service to their female clients and is based on obecve criteria such as credenals eperience and a favorable regulatory history Financial advisors do not pay a fee to be considered for the award though have paid a
basic program fee to cover the cost of a client survey and other markeng hpsurldefenseproofpointcomv2urluhp-AepenseswwwwomenschoiceawardcomdwF-gca2mulpf
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Securies and advisory services oered through ommonwealth Financial etwork ember FRAS a Registered nvestment Adviser