Goles Troiano Wealth Advisory Group has been named to the Forbes 2025 Best-in-State Wealth Management Teams list. “We’re pleased to celebrate Goles Troiano Wealth Advisory Group for being named a Top Wealth Management Team by Forbes. Earning this recognition is a testament to their commitment to excellence and the dedication to their clients,” said Kevin Reed, President of Janney’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.
