FORBES BEST-IN-STATE AWARD
Joshua A. Scheinker (Executive Vice President / Wealth Management, Financial Advisor), Aprenea McCutchen, CLTC® (Account Executive), Michael Adler (Account Executive), Gerald Scheinker (Executive Vice President / Wealth Management, Financial Advisor), Chandler Bordick (Private Client Associate), and Laura Snyder (Registered Private Client Associate) have been named to the Forbes 2023 Best-In-State Wealth Management Teams list. “Congratulations to Scheinker Legacy Wealth Advisors for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Joshua, Aprenea, Michael, Gerald, Chandler, and Laura represent 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.
MEET THE TEAM
Scheinker Legacy Wealth Advisors takes a comprehensive approach to financial planning using a process to learn about clients’ current financial situation, and the objectives they would like to meet later in life.
The team works with each client to set realistic goals, and then recommends a plan that works not only to achieve those objectives, but also to consider the daily income needs of the client and their family. Each member of Scheinker Legacy Wealth Advisors is equipped with the knowledge and experience to recommend and maintain a plan with asset allocations, that are most appropriate for the client.
Scheinker Legacy Wealth Advisors manages over $500 million of client assets around the globe and has been named to Forbes’ 2023 Best-In-State Wealth Management Teams list. Individually, Joshua A. Scheinker has been nationally recognized by Barron’s and Forbes.
