Frank Weckenman, CFP®, AWMA®, AIF® (First Vice President / Wealth Management, Financial Advisor), Robert Weckenman, CFP®, AIF® (First Vice President / Wealth Management, Financial Advisor), Michael C. Weckenman CFP®, AIF® (Financial Advisor), and Randi DeNofa (Registered Private Client Associate) have been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to Frank A. Weckenman & Sons for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Frank, Robert, Michael, and Randi represent the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
Michael Weckenman responded, "Our team is honored to have been named a Forbes 2023 Best-in-State Wealth Management Team. I congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day."
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.
