Please join me in congratulating Brad Hudson, the Founder and Senior Partner here at Sound Harbor Wealth Partners, on being selected, once again, to the Forbes Best-In-State list for 2022!!
This is Brad's FOURTH consecutive selection to this prestigious list.
While we know that serving our clients is the #1 thing we do everyday and serving you with excellence is always our top priority; it is nice to have others recognize the hard work, attention and heart we put in to helping you, our Sound Harbor Wealth Partner family of clients, achieve your goals, retire with confidence, put your children through school, reach a new milestone or just sleep a little better at night knowing that we care about your success.
While we are diligently watching the horizon and preparing for your future, you are the ones out there keeping the world turning in these most unusual of times. It is you who deserve the accolades. After all, there would be no list, no awards and no celebrations if it weren't for the trust you place in Brad and all of us here. We thank you for your loyalty, your patronage and your faith in us and what we do.
We don't work for recognition, we work to earn your business and friendship everyday... but it is nice to be noticed.
Thank you for helping Brad and Sound Harbor Wealth Partners reach new heights, we've only just begun.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.