Carolina Wealth Advisors have been named to the Forbes 2024 Best-in-State Wealth Management Teams list. "We're proud of Carolina Wealth Advisors for earning this prestigious recognition from Forbes. It's a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to Carolina Wealth Advisors on this well-deserved accolade," said Kevin Read, President of the Firm's Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
