A Cresset advisor, has been named to Forbes 2021 list of America’s Top Women Wealth Advisors.
“The Forbes Top Advisor recognition serves as testimony of Cresset’s commitment to putting clients’ best interests first,” said Eric Becker, Founder and Co-Chairman of Cresset.
Cresset advisors works closely with clients to help them reach their families’ wealth goals by thoughtfully considering both their financial and human capital.
According to Forbes, “The wealth managers honored on the fifth-annual Forbes Top Women Wealth Advisors list have offered exemplary service and prospered in a year of unprecedented challenges.”
The Forbes rankings methodology is based on an algorithm that includes qualitative data learned through surveys and interviews, service and investing models, and compliance records; and quantitative data such as revenue trends and assets under management. View the full Forbes 2021 list of America’s Top Women Wealth Advisors.
