100 teams were included in the third annual Forbes/Shook Top Wealth Management Teams High Net Worth list, with cumulative assets of nearly $490 billion. About Seventy2 Capital Wealth ManagementSeventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals. In recognition of these efforts, we have been recognized as one of the 2024 Forbes Top Wealth Management Teams High Net Worth and 2024 Barron’s Top 250 Private Wealth Management Teams. 2024 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Source: Forbes November 22, 2024 02:19 UTC