John P. Napolitano RECOGNIZED IN FORBES AS A 2021 BEST-IN-STATE WEALTH ADVISOR
FOR IMMEDIATE RELEASE
John P. Napolitano
John P. Napolitano RECOGNIZED IN FORBES
AS A 2021 BEST-IN-STATE WEALTH ADVISOR
Braintree, MA - February 19, 2021- John P. Napolitano, CFP®, CPA, PFS, MST, CEO of US Wealth Management was recently ranked No. 53 in MA for the 2021 Best-In-State Wealth Advisors list published by Forbes.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“This past year has demonstrated the importance of a tailored financial plan, and that sound financial advice is essential in helping our clients adapt to changing circumstances and pursuing their short and long-term financial goals,” said John Napolitano.
John P. Napolitano is a fiduciary advisor based in MA and provides all encompassing, tailored financial planning advice including estate tax planning, family governance and business succession and exit planning. His passion is working with high net worth multi-generational families and business owners.
US Wealth Management, Forbes magazine and John P. Napolitano are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Advisors associated with US Wealth Management may either be (1) registered representatives with, and securities offered through LPL Financial, Member FINRA / SIPC, and investment advisor representatives of U.S. Financial Advisors; or (2) solely investment advisor representatives of U.S. Financial Advisors, and not affiliated with LPL Financial. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. U.S. Financial Advisors, and US Wealth Management are separate entities from LPL Financial.