By Creative Planning
The Top 100 Wealth Advisors
Worth Magazine 2007
In good times, wealth advisors temper exuberance, keeping those with much to lose focused on life goals rather than quick kills. In bad times, they provide reassurance by offering the kind of wisdom that only years of study, determination and experience can provide. In the following pages, WORTH contributor Judy Martel offers insights into the way leading wealth advisors and their clients work together to build security and trust. We then present the Top 100 Wealth Advisors for 2007. Each year, WORTH honors financial strategists who go above and beyond mere service to their clients. We recognize those who offer wise counsel, consistency and integrity. Simply put, they are the best at what they do…
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