Recognized as an industry leader:
- Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in March and is based on information from the prior year Q4.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures