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Forbes Names Chuck Bean to Best-in-State Wealth Advisors List

Heritage Financial is named as one of the top 5 wealth advisors in Massachusetts by Forbes magazine. This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms, and then researched, interviewed and assigned a ranking within their respective states.

Chuck Bean, Heritage’s founder and CEO said, “It is a great honor to be recognized as one of the best in Massachusetts by such a prestigious publication. Each member of our Heritage family is passionately dedicated to serving the best interests of our clients, and this recognition confirms that we are clearly on the right path. I owe much gratitude to our Heritage staff members, our incredible clients, and trusted business associates who continue to place their confidence in our firm.”

The Forbes ranking of Best-In-State 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.

According to Forbes, those advisors that are considered 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 section process can be found here.

About Heritage Financial

Based in the Boston area, Heritage Financial is a personal wealth management firm with 20+ years of experience and $1.4 billion in assets under management. Heritage is the best choice for people who are serious about their finances – its team provides detailed financial planning and helps clients build smart, cost-effective portfolios. The firm’s client retention rate is 99 percent. Services include investment management, cash flow and financial planning, tax planning, retirement planning, philanthropy and estate planning. Visit www.heritagefinancial.net.

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