Lightship Wealth Strategies Inc, a provider of financial services in Newton, Massachusetts is proud to announce that Jon Wolff has been named to Forbes’s list of Best-in-State Wealth Advisors for 2023. The list is published on the Forbes website, see Jon’s listing here.
According to Forbes, a leading media and publishing company, the ranking reflects advisors that have a track record of success over time, collectively managing nearly $11 trillion in assets. List makers are determined by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to our clients,” said Jon Wolff “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their financial goals.”
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.