We are thrilled to announce that, once again, Lyle Wolberg has been named among the top wealth advisors in Michigan on the Forbes/SHOOK Best-in-State Wealth Advisors list for 2024.
“This recognition is a testament to our team’s commitment to providing exceptional financial guidance and support to our clients. I am proud to be part of a team that continues to be recognized for excellence in the industry,” said Wolberg, CFP®, Principal and Senior Wealth Advisor at Telemus Capital.
Forbes rankings of Best-In-State Wealth Advisors and America’s Top Wealth Advisors, developed by SHOOK Research, are based on a rigorous algorithm of qualitative criteria gained through thorough telephone, virtual, and in-person due diligence interviews and comprehensive quantitative data.
To be considered for the Best-in-State list, advisors must have at least seven years of experience and successfully match an algorithm that weighs factors such as service models, compliance records, and industry experience and focuses on those encompassing best practices in their approach to working with clients. SHOOK received more than 44,990 nominations for this year’s list.
To view the complete Forbes Best-in-State Wealth Advisors 2024 list, click here.
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). Telemus Capital’s main office is located in Southfield, Michigan. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. 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 (2024)*
*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 Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital 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 Capital 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 6/30/23. 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.
