Awards

We are very proud of the service we provide to our clients and we are honored that through the years we have been recognized for it. Below are some of the latest recognitions that our advisors and firm have received.

Leah Jones ranks on Forbes' 2024 Top Women Wealth Advisors Best-in-State list


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Jeff Leventhal honored on Barron’s 2023 Top 1200 list


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Leah Jones ranks on Forbes’ 2023 Top Women Wealth Advisors Best-in-State list


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