Congratulations to The Cultra Wealth Management Group for being named on Forbes magazine’s America’s Top Wealth Management Teams list, released November 12.
This is the third year that The Cultra Wealth Management Group has been honored as a top team by Forbes.
“We are thrilled to see The Cultra Wealth Management Group recognized on a national level by Forbes,” said Ryan DeVore, William Blair's head of Private Wealth Management. “Their continued presence on this list reflects the standard of excellence that defines William Blair’s wealth management expertise for our clients.”
Forbes’ America’s Top Wealth Management Teams rankings draw from interviews and data provided by top-performing advisor teams, including each team’s best practices, client retention rates, industry experience, and assets under management.
William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow charitable activities.