2024 Summer Newsletter

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2024 Forbes Best-in-State Wealth Management Teams

Click here for our latest news release 2024 Forbes Best-in-State Wealth Management Teams

2024 Forbes Top Women Wealth Advisors Best-in-State

Click here for our latest new release 2024 Forbes Top Women Wealth Advisors Best-In-State

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). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Sugar Creek Wealth Management Group of Wells Fargo Advisors

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