Colorado Springs, CO (Feb 14, 2019)—Summit Wealth Group, an independent financial advisory firm headquartered in Colorado Springs, CO announces today that Ross Haycock, CFP®, AIF®, CKA®, Vice President has been named to Forbes’ Best-in-State Wealth Advisors list in the state of Colorado for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Wayne Bloom, CEO of Commonwealth Financial Network®, Summit Wealth Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Ross Haycock on this well-deserved recognition by Forbes. It is wonderful to see client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value Ross brings to our industry and our community, and we remain committed to providing the infrastructure and support Summit Wealth Group's thriving practice demands.”
“It is truly a great honor to be recognized by Forbes." said Ross. "This could not have been accomplished without the dedicated team of individuals behind me and our amazing clients – our greatest supporters and cheerleaders. It is a tremendous privilege to help our clients navigate the path to a better more secure future."
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.