Our team is honored to have been named to the Forbes Best-in-State Wealth Management Teams list, for the second year in a row.
Peninsula Wealth Advisory Group strives to provide the highest quality of service and advice to our clients - individual investors, families, retirees, business owners, corporate executives and foundations.
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.
A special thanks to our clients, for the trust and confidence that you place in us each and every day.
