For the fourth consecutive year, Chuck Bean, Founder and CEO of Heritage Financial Services has been named as one of the top 100 wealth advisors in the nation by Forbes Magazine. (Chuck Bean profile available here).
Chuck Bean, Heritage’s Founder and CEO said, “Continuous top performance by our amazing team demands a constant focus on improvement and a dedication to client service. This attention to detail has been a hallmark of Heritage since our inception 25 years ago” Chuck went on to state that “As we look to our future, we will extend this record of excellence, finding even more ways to add value to our clients.”
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This year’s list spotlights the top advisors from over 32,000 nominations received. According to Forbes, those advisors that are considered for this recognition have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More details on the selection process can be found here.
About Heritage Financial
Based in the Boston area, Heritage Financial is a personal wealth management firm with 25 years of experience and $1.6 billion in assets under management. Heritage is for people who are serious about their finances – its team provides detailed financial planning and builds smart, cost-effective portfolios. Services include investment management, cash flow and financial planning, tax planning, retirement planning, philanthropy and estate planning. Visit www.heritagefinancial.
As Director of Marketing at Heritage Financial Services Ric is responsible for designing and executing external communications to clients, prospects and interested parties.