Ratings and Awards

Awarded February 2022 | Amy Cady Named to Forbes’ Top Women Wealth Advisors Best-In-State Rating*

2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data Compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (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.
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 Awarded February 2021 | Amy Cady named to Forbes Best-in-State Wealth Advisors Rating*

2021 Forbes Best-in-State Wealth Advisors: Awarded February 2021; Data Compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors 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.

Awarded January 2020 | Amy Cady named to Forbes Best-In-State Wealth Advisors Rating*

2020 Forbes Best-in-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18-6/30/19 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors 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.

Awarded February 2018 | Amy Cady named to Forbes Best-In-State Wealth Advisors Rating*

2018 Forbes Best-in-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16-6/30/17 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors 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.

Awarded October 2018 | Amy Cady named to Working Mother’s Top Wealth Advisor Moms Rating*

2018 Working Mother’s Top Wealth Advisors Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17-3/31/18 (Source: Forbes.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.