OWIC Included in Forbes’ “Best-in-State Wealth Advisors” List

February 28, 2018

We are proud to share that Forbes‘ 2018 state-by-state ranking of America’s top wealth advisors includes Wally Obermeyer and Ali Phillips (No. 2 and 9, respectively).

The ranking, developed in conjunction with SHOOK Research, singles out “top-performing advisors across the country” based on industry experience, best practices, personal interviews, and other factors.

As the accompanying article notes, “[C]lients are oftentimes better served by local representation … Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it’s nice to have them close by.”

We are honored to work with clients both in Colorado and across the U.S., and are thankful for their continued loyalty and support.

A summary of this list was published in Forbes‘ February 28, 2018, issue. Click here for complete coverage.

Rankings and recognition by unaffiliated rating services and publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Obermeyer Wood is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Obermeyer Wood by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and submitted by the recognized adviser. Rankings are generally limited to participating advisers.