Tim Werth of Werth Wealth Management, LLC was recently named to the Forbes list of Best-In-State Wealth Advisors. Werth was listed as the third best wealth adviser in the state of Kansas.
The list, which recognizes advisors from national, regional and independent firms, was first released online Feb. 20.
“I’m pleased to be named as one of the Best-In-State Wealth Advisors by Forbes. Much of the credit needs to be shared with my associates and partners at Werth Wealth Management as a reflection of their commitment to our clients, hard work, and competence. We take great pride and welcome the responsibility in helping families, high net worth individuals, businesses, and foundations develop strategies, fulfill their ambitions, and manage their legacies,” Werth said. “Our investment process and caring culture has produced many long-term client relationships. I’m equally appreciative of the trust and confidence that our clients have bestowed in our firm over the decades. The majority of our clients reside in Central, Western and Eastern Kansas – they are good people. We are proud of our roots.”
Werth Wealth Management specializes in comprehensive wealth management and planning strategies. They have office locations in Hays and Leawood.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, 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’ 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. Out of 29,334 advisors nominated by their firms, 3,477 received the award (30 of the recipients listed by Forbes were from the state of Kansas). Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.