Optimal Service Group awarded 2025 Forbes Best-In-State Wealth Management Team
Forbes Called. Again.
We’ve won this award and many like it for about as long as I can remember — but I promise it’s just as meaningful today as it was the first time. This is especially significant because our collective approach goes back decades, long before investment “teams” were a thing. Teamwork isn’t an empty buzzword here. It’s what we do day in, decade out, to deliver the continuity of care we’re known for.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View full disclosure
No one wakes up wealthy.
Unless, of course, they went to bed that way.
That doesn’t mean life can’t change on a dime, because we’ve all seen that it can.
We may be waking up in a new world, but one thing hasn’t changed: Wealth rarely happens by accident. You get there on purpose. And you don’t run; you walk.
For 45 years, we’ve been focused on our clients’ growth. With a steady hand, a solid reputation, and a commitment to the long game, we strive to earn their trust.
