Granite State Wealth Management is pleased to announce that Robert has been named to the Forbes’ Best-In-State Wealth Advisors list for 2022: Forbes' Best-In-State Wealth Advisors. This is the fourth time Robert has been recognized by Forbes after being named to the Best-In-State Wealth Advisors list for 2021, Best-In-State Next-Gen Wealth Advisors list for 2019 and Top 1000 Next-Gen Wealth Advisors list for 2018.
At Granite State Wealth Management, we are driven to provide the peace of mind you want and deserve. Robert is honored to have been named to this prestigious list—a recognition that speaks to our firm’s commitment to excellence. We are grateful for the trust you place in us and remain committed to being advisors who champion honesty, sincerity, and integrity.
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.