Telemus is pleased to announce that CEO Lyle Wolberg has been named among the top wealth advisors in Michigan on the Forbes/SHOOK Best-in-State Wealth Advisors list for 2023.
“I am deeply honored to receive this recognition in what is a packed field of very talented wealth advisors,” said Wolberg, CFP®, CEO, Senior Life Advisor and Partner at Telemus Capital. “At Telemus, the centerpiece of our approach, the Telemus Way, ensures we have the ability to offer the most appropriate advice or solution. Our advisors are committed to fully understanding their clients’ financial goals and needs. This award reflects our entire team’s dedication to our clients and delivering personalized advisory services.”
Forbes rankings of Best-In-State Wealth Advisors and America’s Top Wealth Advisors, developed by SHOOK Research, are based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, along with quantitative data.
To be considered for the Best-in-State list, advisors were required to have at least seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. SHOOK received more than 39,000 nominations for this year’s list and invited more than 22,000 nominees to complete an online survey.
To view the full Forbes Best-in-State Wealth Advisors 2023 list, click here.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
Forbes Best-in-State Wealth Advisors (2023)*
*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Data provided by SHOOK® Research, LLC — Data as of 6/30/22. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Requirements to be considered eligible include: at least seven years as an advisor, minimum 1 year at current firm, advisor must be recommended and nominated by their firm, completion of an online survey, over 50% of revenue/production must be with individuals, and acceptable compliance record. Click here for a more in depth look at SHOOK’s methodology.
