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Forbes 2024 Best-In-State Wealth Advisors list

We are proud to congratulate Vince DiLeva, Eric Pritz, David Johnson, and Kyle Smith for their recognition in the Forbes 2024 Best-In-State Wealth Advisors list! This acknowledgment highlights their consistent success in providing personalized client service, as evaluated by financial data and interviews conducted by SHOOKResearch.

Vince’s achievement spans an impressive seven years on this list. David and Eric have secured their places for three consecutive years, and we’re thrilled to see Kyle being honored for the first time.

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