Recognition

 

Professional Recognition

  • 2017 Barron's Magazine #1 Financial Advisor in Nevada and one of the Top 1,200 Financial Advisors in the nation.
  • 2016 Barron's Magazine #1 Financial Advisor in Nevada and one of the Top 1,200 Financial Advisors in the nation.
  • 2016 Forbes Magazine recognition as one of America’s Top Wealth Advisors
  • 2015 Barron's Magazine #1 Financial Advisor in Nevada and one of the Top 1,200 Financial Advisors in the nation.
  • 2014 Barron’s Magazine # 1 Financial Advisor in Nevada and one of the Top 1,200 Financial Advisors in the nation.
  • 2011 Barron’s Magazine Top Financial Advisor in Nevada and one of Top 1,000 Financial Advisors in the nation.
  • 2010 Barron’s Magazine Top Financial Advisor in Nevada and one of Top 1,000 in the nation.
  • Medical Economics recognition as one of the Top 150 Financial Advisors for Doctors in 2008, 2009, 2010, 2011, 2012, 2013
  • 2008 Barron’s Magazine recognition as one of the nation’s Top 100 Independent Financial Advisors

 

Please Note: Limitations Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. ANY QUESTIONS: The Company’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.