For the third consecutive year Chuck Bean of Heritage Financial Services has been recognized as one of America’s top wealth advisors, this year again ranking #2 in the State of Massachusetts. This prestigious ranking includes the elite of the wealth advisory industry, and represents a significant achievement for the Westwood, MA-based firm.
“Delivering top quality service to our clients has always been our most important metric ” said Chuck Bean, CEO and Chairman of Heritage Financial Services. “So we look to continuously challenge ourselves to expand what we can do for them. This strong ranking in the Forbes/Shook Best-In-State Wealth Advisor ranking is one way to recognize those efforts”
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.
Kristin Castner, CFA
At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.