Dennis McGuire named 2023 "Best-In-State Wealth Advisor" by Forbes Magazine.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Dennis McGuire (Awarded APR 2023) Data compiled by Shook Research LLC based on time period from 6/30/21 - 6/30/22. Being a Forbes Best-In-State Wealth Advisor does not mean Dennis McGuire is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of McGuire Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. McGuire Wealth Management has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
Dennis McGuire named 2022 "Best-In-State Wealth Advisor" by Forbes Magazine.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Dennis McGuire (Awarded APR 2022) Data compiled by Shook Research LLC based on time period from 6/30/20 - 6/30/21. Being a Forbes Best-In-State Wealth Advisor does not mean Dennis McGuire is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of McGuire Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. McGuire Wealth Management has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
Dennis McGuire named 2021 "Best-In-State Wealth Advisor" by Forbes Magazine.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Dennis McGuire (Awarded APR 2021) Data compiled by Shook Research LLC based on time period from 6/30/19 - 6/30/20. Being a Forbes Best-In-State Wealth Advisor does not mean Dennis McGuire is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of McGuire Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. McGuire Wealth Management has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
McGuire Wealth Management named 2021 Five Star Wealth Manager.
The Five Star Wealth Manager, developed by Five Star Professionals, was awarded to McGuire Wealth Management on 12/1/20 for 12/1/20 – 11/30/21.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The award methodology does not evaluate the quality of services provided. The Five Star award is not indicative of the wealth managers’ future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.
Five Star Professional is not a client of McGuire Wealth Management. Wealth Managers do not pay a fee to be included in the research process or to be named a Five Star Wealth Manager. In connection with publication of the magazine section, wealth managers may elect to pay a fee to include a photo and certain profile information in the “profiles” section that accompanies the article. For additional fees, Five Star Professional will provide award winners with strategies and tools for further publicizing being named a Five Star Wealth Manager. A wealth manager’s purchase of a profile or other services does not influence Five Star Professional’s determination of whether to include or exclude a particular wealth manager from any list of Five Star Wealth Managers. McGuire Wealth Management has paid Five Star Professional for use of the Five Star Wealth Manager logo and to include a photo and certain information in the profile section of the Five Star Wealth Manager article; however, no compensation has been provided to Five Star Professional in exchange for the award.
Additional information about the award and methodology for issuing the award can be found at fivestarprofessional.com
Dennis McGuire named 2020 "Best-In-State Wealth Advisor" by Forbes Magazine.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Dennis McGuire (Awarded APR 2020) Data compiled by Shook Research LLC based on time period from 6/30/18 - 6/30/19. Being a Forbes Best-In-State Wealth Advisor does not mean Dennis McGuire is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of McGuire Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. McGuire Wealth Management has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
McGuire Wealth Management named 2020 Five Star Wealth Manager.
The Five Star Wealth Manager , developed by Five Star Professionals, was awarded to McGuire Wealth Management on 12/1/19 for 12/1/19 – 11/30/20.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The award methodology does not evaluate the quality of services provided. The Five Star award is not indicative of the wealth managers’ future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.
Five Star Professional is not a client of McGuire Wealth Management. Wealth Managers do not pay a fee to be included in the research process or to be named a Five Star Wealth Manager. In connection with publication of the magazine section, wealth managers may elect to pay a fee to include a photo and certain profile information in the “profiles” section that accompanies the article. For additional fees, Five Star Professional will provide award winners with strategies and tools for further publicizing being named a Five Star Wealth Manager. A wealth manager’s purchase of a profile or other services does not influence Five Star Professional’s determination of whether to include or exclude a particular wealth manager from any list of Five Star Wealth Managers. McGuire Wealth Management has paid Five Star Professional for use of the Five Star Wealth Manager logo and to include a photo and certain information in the profile section of the Five Star Wealth Manager article; however, no compensation has been provided to Five Star Professional in exchange for the award.
Additional information about the award and methodology for issuing the award can be found at fivestarprofessional.com
Dennis McGuire named 2019 "Best-In-State Wealth Advisor" by Forbes Magazine.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Dennis McGuire (Awarded APR 2019) Data compiled by Shook Research LLC based on time period from 6/30/17 - 6/30/18. Being a Forbes Best-In-State Wealth Advisor does not mean Dennis McGuire is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of McGuire Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. McGuire Wealth Management has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
Dennis McGuire named 2018 "Best-In-State Wealth Advisor" by Forbes Magazine.
** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded to Dennis McGuire (Awarded APR 2018) Data compiled by Shook Research LLC based on time period from 6/30/16 - 6/30/17. Being a Forbes Best-In-State Wealth Advisor does not mean Dennis McGuire is ranked the top advisor in the state. The ranking includes many advisors in the state that have been awarded the “best-in-state” distinction.
The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. Ratings should not be considered an endorsement of the adviser by any client.
Neither Forbes nor SHOOK are a client of McGuire Wealth Management, nor do they receive a fee in exchange for rankings. Once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features on Forbes directory of top advisors, use of the ranking logo or reprint of the ranking. McGuire Wealth Management has paid Forbes for use of the ranking logo and directory; however, no compensation has been provided to Forbes or SHOOK in exchange for the ranking.
Additional information on the ranking methodology can be found at forbes.com and SHOOKresearch.com
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition as indicated at the links above.
The information contained in the rankings is for informational purposes only and the views and opinions expressed are the author’s own and not necessarily those of McGuire Wealth. Awards and accolades are given by non-affiliated third parties that are independent of McGuire Wealth. None of the information provided is an indication of any client’s experience, past or present, with McGuire Wealth and the services offered by the firm. McGuire Wealth makes no warranties with regard to the information or results obtained by its use (or lack thereof) and disclaims any liability arising out of the use of, or reliance on, the information. Past performance is not indicative of future returns. For additional information and disclosures about McGuire Wealth, please review McGuire Wealth Form ADV at http://www.adviserinfo.sec.gov/.