We're pleased to share that Scott Schutte, Managing Director and Wealth Advisor at Lightship Wealth Strategies, has been named to the 2026 Forbes Best-in-State Wealth Advisors list for Massachusetts.
The Forbes Best-in-State ranking, developed by SHOOK Research, evaluates advisors through a process that goes well beyond the numbers. Out of more than 52,000 nominations nationally, SHOOK conducted over 34,000 interviews, assessing factors like client retention, service models, compliance records, industry experience, and the overall impact advisors have on their clients' lives. Portfolio performance is not part of the criteria.
Scott has been named to the Forbes Best-in-State list multiple times over the years, and we're glad to see it continue with Raymond James.
A Team Effort
If you know Scott, you know he'd be the first to say this isn't just about him. Every client interaction, every plan we build, every decision we make is the result of a team that works closely together. Earlier this year, Lightship Wealth Strategies was also ranked #9 in Massachusetts on the 2026 Forbes Best-in-State Wealth Management Teams list, and that team recognition is something we're equally proud of.
To our clients, thank you. Your trust in our team is the foundation of everything we do, and recognitions like this are a reflection of the relationships we've built together. As always, if there's anything we can help with, please reach out.
The 2026 Forbes ranking of America's Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs 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. All advisors that are considered have a minimum of seven years' experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 52,043 advisor nominations, approximately 11,302 advisors received the award. This ranking was released on 04/07/2026 and is not indicative of an 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. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.