Forbes magazine listed 1935 Wealth Management Team and The Cultra Wealth Management Group to its America’s Top Wealth Management teams list released November 7.
“These teams’ advisors have decades of experience serving our clients in all market conditions, and we are thrilled to have them repeatedly recognized as best in the industry,” said Ryan DeVore, partner and head of William Blair Private Wealth Management. “They exemplify the collaborative spirit and financial expertise William Blair advisors bring to clients and colleagues, a tradition we’ve embraced for nearly nine decades.”
Forbes America’s Top Wealth Management Teams rankings draw on interviews and data provided by top-performing advisor teams nationwide, including each team’s best practices, client retention, industry experience, compliance records, 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 their clients' charitable activities.