Forbes’ Top Next Gen Wealth Advisors list recognizes advisors from across the nation who are emerging in the industry with the expertise and ability to help clients achieve their goals – now and for the decades to come. Together, the 500 advisors recognized on the list manage more than $1 trillion in client assets and are helping to build their practices and shape the industry into the future.
We proudly congratulate Lauren Wood, Wealth Manager and Shareholder at Wetherby Asset Management, for being recognized among this distinguished group. Since Lauren joined Wetherby over seven years ago, she has worked with some of the firm’s largest and most complex clients, joined as an employee-owner of the firm, and successfully launched our Los Angeles office.
“Lauren is a great advisor – combining empathy, deep expertise and an inspiring work ethic that is an incredible strength for our team and for the clients she serves,” commented Deb Wetherby, CEO.
Accolades are presented for informational purposes only; no warranty is either expressed or implied by their presentation. Accolades may not be representative of actual or specific client experiences and should not be considered endorsements. Wetherby Asset Management (Wetherby) acknowledges ratings reflect an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. Wetherby’s receipt of accolades should not be considered a guarantee of future performance results. Wetherby did not pay a fee to participate in any Forbes rankings, however did pay for additional promotional opportunities once selected for the listing.
The Forbes ranking of Top Advisors, developed by SHOOK™ Research, considers advisors with seven years of experience, a minimum of one year experience at their current firm, over 50% of their revenue and production with individuals, an acceptable compliance record, and who have completed an online survey. The ranking is determined based on the quality of practice, including telephone and in-person interviews, a review of best practices, service and investing models, and compliance records, revenue trends and assets under management. Investment performance is not part of the criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Of the 3,389 advisors considered for this Next-Gen ranking, 500 (14%) successfully made the list. For additional information and methodology, please visit https://www.forbes.com/sites/rjshook/2021/09/21/methodology-americas-top-next-gen-wealth-advisors-2021/?sh=5b94df32b8e4.