Harry Zwick

Forbes "Top Next-Generation Wealth Advisors Best-in-State" - Aug 2025 Named to the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. Published on August 6, 2025. Rankings based on data as of March 31, 2025.**2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based… Show more Named to the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. Published on August 6, 2025. Rankings based on data as of March 31, 2025.**2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Show less