Our founder, Glenda Schmidt, has been acknowledged as a best-in-state advisor and top woman wealth advisor by Forbes.
We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm comes back to the original question Glenda asked herself in 1994.
“How can we build a financial advisory firm to address the unique planning needs of executives and technology professionals with equity grants?”
This was one of the many things that Forbes and Shook Research took into consideration during their due diligence process. They employ a unique methodology based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
Included below is a high level overview of the criteria used:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
You can find out more here