Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients.
“It is an honor to be recognized by Forbes as one of the Best-in-State Wealth Advisors for 2023,” said Paul West, managing partner, Carson Wealth. “Our team is committed to providing personalized financial planning and investment management solutions to our clients, and this recognition is a testament to our dedication and hard work.”
Michael David AIFÒ, managing director, partner and wealth advisor for Carson Wealth, added, “We are grateful to be recognized alongside some of the most respected and talented advisors in the industry. Being recognized on this list reinforces our commitment to providing our clients with exceptional service and advice that can help them achieve their financial goals.”
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years of experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
The 7,321 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors list have a track record of success over time, collectively managing nearly $11 trillion in assets. View the complete list of Best-In-State Wealth Advisors.
“We are incredibly proud of Paul and Michael for being recognized in the Forbes Best-in-State Wealth Advisors list,” said Ron Carson, Founder and CEO of Carson Wealth. “Their tireless dedication to doing what’s best for our clients, and their innovative mindset to find new ways to serve the complex needs of our growing client base truly separate them from the rest. We are honored to have them as part of our team and look forward to their continued success in the future.”