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The Wise Investor Group named to Barron's 2022 Top 100 Private Wealth Management Teams Thumbnail

The Wise Investor Group named to Barron's 2022 Top 100 Private Wealth Management Teams

We are so excited and proud to share that The Wise Investor Group was recognized as one of the Top 100 Private Wealth Management Teams in 2022

Over the past 15 years, several of our advisors have consecutively been named to Barron's individual annual rankings for Top 1200 Advisors. This year, we are honored to be named as a team alongside other top groups in the United States and amongst the few listed in the Northern Virginia/ DC area.  The Barron's Team ranking adds to the list of top recognitions we have received from Barron's, Forbes, The Financial Times, and others, including being named the Top Team at Baird for 2021.

Behind the Top 100 Teams ranking, are a variety of factors that include, size and shape, regulatory records, credentials of members, and the resources available to serve one's clients. The goal, according to Barron's, is to help point the way for individuals and families towards a team that is setting high standards in the industry and would best suit their unique needs. In the current market environment, quality matters, and these rankings set us apart from the rest of the industry.

We are incredibly grateful to our team members for their hard work and dedication. We also owe our success to our clients that have trusted us to help them throughout the years. 


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