We’re thrilled and deeply honored to announce that CT Financial Partners has earned a spot among Forbes’ 2026 Best-In-State Wealth Management Teams. This esteemed recognition highlights our unwavering dedication to delivering exceptional service and expertise to every client who entrusts us with their financial future.
The Forbes Best-In-State Wealth Management Teams ranking, created by SHOOK Research, evaluates firms across multiple dimensions of excellence. It goes beyond basic measures like revenue or total assets under management, focusing instead on best practices and client satisfaction. At CT Financial Partners, we’re proud that this honor reflects what we consider our core strengths:
AUM serves as a key indicator of both scale and the confidence our clients place in us. Managing substantial assets responsibly demonstrates our depth of knowledge and operational capability to address a wide range of financial needs—from high-net-worth to ultra-high-net-worth individuals.
SHOOK’s methodology examines how teams work together and leverage diverse skill sets. Forbes seeks evidence that top-ranked teams operate as cohesive units, delivering personalized, coordinated solutions. At CT Financial Partners, our interdisciplinary approach combines investment strategy, wealth transfer planning, charitable giving guidance, and more—all under one roof.
Another critical factor is the breadth and longevity of industry experience. Many members of our leadership team bring decades of expertise in financial advisory and wealth management. That experience translates into strategic, forward-thinking guidance for clients navigating complex markets and life transitions.
One of the most gratifying aspects of our work is the enduring trust clients place in us. Forbes and SHOOK consider retention rates as a measure of a team’s ability to deliver consistent value and foster lasting relationships. We believe our concierge-style approach—treating every client like family—helps us maintain these strong, long-term partnerships.
SHOOK Research places significant weight on compliance history, reviewing any issues and assessing overall standards. We’re proud that our steadfast commitment to ethical practices and transparent communication continues to set us apart.
This recognition reflects the loyalty and confidence of our clients—and the dedication of our entire team. We remain committed to oƯering a comprehensive suite of wealth management services, including investment planning, tax-eƯicient wealth transfer, charitable strategies, and more. While being named to Forbes’ 2026 Best-In-State Wealth Management Teams is a milestone we celebrate, we view it as part of our ongoing mission: to provide clarity, confidence, and peace of mind to those who rely on us.
Find out more information on Forbes.
Disclosures: 2026 FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS, created by SHOOK Research. Presented in Jan 2026 based on data from March 2024 to March 2025. 12,787 Management Teams were considered, approximately 6,100 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary.
For more information, visit https://tinyurl.com/3s5r8z87
