We are thrilled to see Christopher Van Slyke, WorthPointe’s founder, on the 2019 Forbes Best-In-State Wealth Advisors list for Wyoming.
This elite list is composed of some the nation’s best advisors, organized by their location. Advisors were nominated by their respective firms and thoroughly researched by SHOOK Research on behalf of Forbes. SHOOK Research gathered online surveys and conducted phone interviews with each advisor to choose the best and rank them, based on qualitative and quantitative data.
Forbes organized the advisors based on location, finding many clients are looking for an advisor who works nearby and understands their particular background and experience, according to its website.
Christopher Van Slyke exemplifies the client-focused service the Forbes list prioritized. He certainly deserves this recognition. Congratulations, Christopher.
Other articles filed under WorthPointe News
November 12, 2020 - The Practice Profile in the September 2000 issue of NAPFA Advisor features WorthPointe, courtesy of an interview with COO Allison Blake. The wide-ranging piece, titled “It’s a great place to be,” showcases the firm’s investment approach and unique corporate culture,...
November 5, 2020 - Financial Advisor magazines’s 2020 RIA Ranking is out—ranking 715 registered investment advisors based on their year-end 2019 assets under management. WorthPointe is found in the asset category of $500 million to less than $1 billion, at nearly $624 million, landing...
October 30, 2020 - By Allison Blake Many financial advisors have their reasons for going solo. They want to maintain control of client relationships, be their own boss, and increase their earning potential. But somewhere along the way, the excitement wears off. Things get...
October 14, 2020 - Our experiences are not only, by definition, our lives; they shape our outlook on our future potential and everything around us. Recent negative experiences can hold us back from achieving those things we want to accomplish in life—sometimes temporarily, or...
August 7, 2020 - By Allison Blake A lot of advisors think they’ll take home more money if they run their own RIA. At surface level, this makes sense. But after having worked with hundreds of advisors over the past 13 years, I can...
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