Forbes Best-in-State award
The Schwemlein Wealth Management Group has been named to the Forbes 2025 Best-in-State Wealth Management Teams list for the third consecutive year. “Congratulations to The Schwemlein Wealth Management Groupon receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’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. For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
ABOUT THE TEAM
At The Schwemlein Wealth Management Group, our mission is to help our clients, and their families achieve their financial goals. We take a personalized approach to helping each client fulfill their unique vision for retirement, education, charitable and other interests.
The Schwemlein Wealth Management Group was recognized by Forbes as a 2023, 2024, and 2025 Best-in-State Top Wealth Management Team
