The Wealthstream Advisors team is pleased to announce founder and President Michael Goodman’s inclusion in Forbes’ 2024 list of best-in-state wealth advisors for New York.
We are honored to see Michael’s hard work recognized in this esteemed company. His passionate dedication to helping clients identify and achieve their own definition of wealth remains the central guiding principle of our firm.
The sixth annual Forbes SHOOK Research Best-in-State Wealth Advisors list recognizes financial advisors in each state based on analysis compiled by SHOOK Research, which draws on both financial data and candidate interviews.
The list’s methodology “is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.”
We invite you to learn more about the “Best-in-State” Wealth Advisors list from Forbes’ official announcement here.
Important Disclosure Information
Forbes.com (January, 2024): Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.