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Simon Hamilton Named to Forbes’ Top 250 Wealth Advisors List

Every year Forbes and its partner, SHOOK Research, comb through top wealth advisors across the entire country and select an elite group of 250 advisors for its Top Wealth Advisors list. This year, we are thrilled to share with you that Simon Hamilton, a trusted Portfolio Manager and Managing Director here at The Wise Investor Group, was ranked again as a one of the top advisors in the country. 

With over 25 years of experience, Simon leads our Portfolio Management team and is an instrumental voice in our investment selection, asset allocation and client management. This is the third year that Simon has been recognized on Forbes’ list of Top Advisors.

Simon and his team are consistently recognized by international publications, such as Barron’s, Financial Times and Forbes, as top advisors and among the best in the state of Virginia. 

To create this year’s Forbes Top Wealth Advisors list, SHOOK Research reviewed over 30,500 nominations, the largest applicant pool to date, and through its extensive research narrowed the list down to roughly 2,200 advisors before selecting the final 250 top advisors. 

Forbes and SHOOK first and foremost consider the quality of advisors on its list. A high-quality, trusted advisor can make all the difference when it comes to achieving your long-term financial goals. Through rounds of interviews, Forbes and SHOOK are able to evaluate the true value of an advisor and their approach to working with clients. 

Forbes and other top tier publications continue to vouch for us here at The Wise Investor Group. They put their trust in us, so that you can too. 

For more information about The Wise Investor Group’s services and how we can help you reach your financial goals, e-mail us at wiseinvestorshow@rwbaird.com or call us at 866-758-9473. 

Sincerely,

The Wise Investor Group