We are proud to inform you that Simon Hamilton and Greg Smith CFP®, were recognized on
Forbes’ 2018 Top Wealth Advisors list, putting them in an elite group of the top advisors in the
This is good news for you; it means you’re working with the best of the best to reach your financial
goals. Over 25,000 advisors were nominated for the Forbes list before it was narrowed down to
just 250 advisors.
When Forbes recommends an advisor to their readers, it is someone they would personally
recommend to friends and family.
Our inclusion also demonstrates our level of commitment to you – our most important asset. We
manage The Wise Investor Group with integrity and always aim to go above and beyond to help
you manage every aspect of your finances.
We are always looking for ways to improve your service, and recently brought on three new
employees to contribute to the strength of the team and enhance your experience.
This year, our advisors were also named to Forbes’ 2018 Best-in-State Wealth Advisors, Barron’s
Top 1,200 Financial Advisors and the Financial Times Top 400 Financial Advisors.
As always, should you have any questions, please e-mail or call us at 866-758-9473. We would
love to catch up!