Clare Schwemlein has been named to the Forbes 2023 Best-In-State Top Women Wealth Advisors list. “We’re proud to have Clare recognized as a Best-In-State Women Wealth Advisor,” said Kevin Reed, President of the firm’s Private Client Group. “This award demonstrates Clare’s commitment to exceeding client expectations by providing a comprehensive wealth management experience to help clients meet their goals.”
America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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 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.
