Investment performance is not a criterion. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. To begin that conversation, please contact us at 40. We look forward to hearing about your aspirations and demonstrating how we can help you reach them. It means that we can introduce you to other resources in our global firm can help you address your business and professional needs. That means that our recommendations are grounded in a broader global perspective and backed by the latest advanced planning strategies. We also provide guided access to the vast resources of a global financial leader. Our backgrounds in wealth planning and portfolio management helps you address the multifaceted challenges presented by financial success. Like many of our clients, your personal wealth may be closely linked to the success of the business or profession. Seeking to provide each with a highly customized blueprint, we offer the perspective and dedicated resources needed to help you make informed financial decisions and put them into action. We work with a select clientele of accomplished privately-held business owners, entrepreneurs and private equity executives, as well as their families, foundations and businesses. The Westminster Group is a highly experienced team of wealth planning and investment professionals with diverse backgrounds and a common focus: everything we do begins and ends with a commitment to helping you realize your vision of financial wellness and family legacy.
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