Congratulations to the 1935 Wealth Management Team and The Cultra Wealth Management Group on being recognized in Forbes magazine’s America’s Top Wealth Management Teams list, released November 13.
This marks the second year that both teams received this honor from Forbes.
“The recognition of the 1935 Wealth Management Team and The Cultra Wealth Management Group is a well-deserved acknowledgment,” said Ryan DeVore, William Blair’s head of Private Wealth Management. “Their dedication, expertise, and teamwork not only set the standard for excellence at William Blair but also exemplify the power of intergenerational collaboration to deliver client service at each stage of their wealth journey.”
Forbes America’s Top Wealth Management Teams rankings draw from interviews and data provided by top-performing advisor teams, including each team’s best practices, client retention, industry experience, and assets under management.
William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients’ charitable activities.