As you know, James has been named as one of Forbes' Best-In-State Wealth Advisors for 2025, ranking at number 40 in Connecticut. This was a huge jump up from the 78th spot last year!
He also recently attended the Forbes SHOOK Top Advisor Summit where he was able to talk with some of the sharpest financial minds in the industry, and even met RJ Shook, the mastermind behind the organization. James was blown away by Shook's philanthropic spirit, especially for his work in raising money for the Children's Cancer Research Fund.
This honor is a testament to James and his team's commitment, expertise, and dedication to providing the highest level of service and support to his clients.
Forbes partners with SHOOK Research to create their Best-In-State Wealth Advisors* rankings, and the criteria goes way beyond assets under management. They look into the advisor's credentials and experience, client retention and impact, compliance record, best practices, and community involvement.
We are incredibly proud of James and know that none of this would be possible without our clients.
"This recognition is a true honor, but it belongs just as much to me as to the incredible clients I am privileged to serve. Their trust and partnership, and a shared commitment to pursuing long-term goals are what make my work so meaningful. I am grateful to be a part of their story," said James.
Congratulations to James!
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.