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Awards & Credentials

We are honored to be recognized by Forbes and Barron’s and feel these awards reflect the trust our clients have placed in us to help them reach their investment goals.

2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). View Full Award Disclosures.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).  View Full Award Disclosures.

We are proud to announce Gerald Rouleau, Managing Director – Investments, Justin Buell, Managing Director – Investments, and Dominic Corleto, Managing Director – Investments, have been recognized as 2024 Forbes Best-In-State Wealth Advisors. 2024 Forbes Best-In-State Wealth Advisors Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).  View Full Award Disclosures.