FORBES BEST-IN-STATE AWARD
Oak Creek Wealth Advisors has been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to Oak Creek Wealth Advisors for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Oak Creek Wealth Advisors represents the best of our industry,” said Kevin Reed, Executive Vice President and President of 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.
