We’re excited and honored to share the news that CT Financial Partners has been recognized among the Forbes 2025 Best-In-State Wealth Management Teams. This prestigious distinction underscores our commitment to delivering the highest quality of service and expertise to every client who entrusts us with their financial well-being.
The Forbes Best-In-State Wealth Management Teams ranking, developed by SHOOK Research, focuses on multiple dimensions of excellence. It looks beyond simple metrics like revenues or total assets under management to evaluate teams based on best practices and client satisfaction. At CT Financial Partners, we’re especially proud that this acknowledgment reflects what we believe to be our core strengths:
AUM is one of the key indicators used to gauge both the scale and trust level our clients place in us. Managing significant assets responsibly means we have the depth of expertise and operational capacity to serve a wide array of financial needs, from high-net-worth to ultra-high-net-worth individuals.
The SHOOK methodology digs deep into how teams collaborate and leverage their diverse skill sets. Forbes wants to see that a top-ranked team functions as a cohesive unit, bringing various financial specialties to bear for clients in a personalized and coordinated manner. Our team at CT Financial Partners offers an interdisciplinary approach, blending investment strategy, wealth transfer planning, charitable giving advice, and more—all under one roof.
Another factor in the rankings is the breadth and depth of industry experience. Several members of our leadership team have decades of financial advisory and wealth management background. That level of experience translates into the strategic, long-term thinking clients need when navigating complex markets and life events.
One of the most rewarding aspects of our business is the trust our clients place in us, year after year. Forbes and SHOOK look at client retention rates as a signal of a team’s ability to deliver ongoing value and build lasting relationships. We believe it’s our personalized, concierge-like approach—treating every client like a family member—that helps us maintain such strong, enduring partnerships.
SHOOK Research places great emphasis on a team’s compliance record. The scrutiny involves reviewing any dings or issues, then weighing those against the firm’s overall standards and support. We’re proud that our team’s unwavering commitment to ethical practices and transparent communication has helped us stand out in this dimension.
This recognition is a direct reflection of the loyalty and trust of our clients—and of the collaborative effort our entire team commits to every day. We strive to offer a full suite of wealth management services, including investment strategy, tax-efficient wealth transfer, charitable planning, and more. And while being named to Forbes 2025 Best-In-State Wealth Management Teams is a proud milestone, we see it as just one step in our continuous journey to provide value, clarity, and peace of mind to those who rely on us.
Find out more information on Forbes.
Disclosures: 2025 FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS, created by SHOOK Research. Presented in Jan 2025 based on data from March 2023 to March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary.
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