Honored to receive recognition
Congratulations, Richard Kersting, for being included on the 2024 Forbes Best-in-State Wealth Advisors list. All of us at KWM Wealth Partners are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust, and to Forbes and SHOOK Research for the recognition.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.