Timothy Wilson, CFP®, CRPC™

Forbes "Best-in-State Wealth Advisors" - Apr 2024 Named to the 2024 Forbes "Best-in-State Wealth Advisors" list* Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more Named to the 2024 Forbes "Best-in-State Wealth Advisors" list* Published on April 3, 2024. Rankings based on data as of June 30, 2023.**2024 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Wealth Management Teams" - Jan 2024 Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the LTW Wealth Management Group* Published on January 9, 2024. Rankings based on data as of March 31, 2023.**2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations… Show more Named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the LTW Wealth Management Group* Published on January 9, 2024. Rankings based on data as of March 31, 2023.**2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Wealth Advisors" - Apr 2023 Named to the 2023 Forbes "Best-in-State Wealth Advisors" list* Published on April 4, 2023. Rankings based on data as of June 30, 2022.**2023 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more Named to the 2023 Forbes "Best-in-State Wealth Advisors" list* Published on April 4, 2023. Rankings based on data as of June 30, 2022.**2023 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Wealth Management Teams" - Jan 2023 Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the LTW Wealth Management Group* Published on January 12, 2023. Rankings based on data as of March 31, 2022.*2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance… Show more Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the LTW Wealth Management Group* Published on January 12, 2023. Rankings based on data as of March 31, 2022.*2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Wealth Advisors" - Apr 2022 Named to the 2022 Forbes "Best-in-State Wealth Advisors" list* Published on April 7, 2022. Rankings based on data as of June 30, 2021.**2022 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more Named to the 2022 Forbes "Best-in-State Wealth Advisors" list* Published on April 7, 2022. Rankings based on data as of June 30, 2021.**2022 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less