Werth was named to the 2020 edition of the Forbes list of Best in State Wealth Advisors. Forbes has released their Best-In-State Wealth Advisor List for 2020. For a second year in a row, Tim Werth of Werth Wealth Management, LLC has been named as the third best wealth advisor in the state of Kansas. The Forbes list recognizes advisors from national, regional and independent firms.
“I’m certainly pleased to be named to the Forbes Best-In-State Wealth Advisor List for 2020. The honor needs to be equally shared with my family, partners, associates, and the long-term clients within the Werth Wealth Management organization. We take great pride in providing laser focus in the lives of our clients and wealth management strategies. My partners and associates come to work every day dedicated to making a positive impact on one another and our clients. Our wealth management strategies and caring culture has produced many long-term relationships. We have clients across the United States, but the vast majority of those that we are fortunate to serve reside in Central, Western, and Eastern Kansas.
We are proud of our roots and are appreciative of the trust and confidence bestowed in our firm over the decades.” Werth Wealth Management specializes in wealth management and planning strategies. They work with every-day families, business owners, physicians, foundations and endowments. They have office locations in Hays and Leawood Kansas.
Disclosures:
About Forbes ranking of Best-In-State Wealth Advisors Data provided by SHOOKTM Research, LLC. Data as of 6/30/19.
Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award (32 were from Kansas). This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
About Raymond James Financial Services
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $896 billion.* Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
*As of 12/31/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
