Dear Clients and Friends,
Doyle Wealth Management is pleased to announce our selection as a distinguished member of Forbes Magazine's list of America's Top 200 Wealth Advisors for 2016. (For the official release, please click here).
This prestigious ranking, developed by SHOOK Research, is based on qualitative and quantitative data evaluating thousands of America's top wealth advisors. Criteria includes industry experience, credentials, investing process, service model, client retention, assets under management, and compliance to regulatory standards.
Unlike many other lists and rankings, SHOOK is not a "robo-ranker." They are the only rating firm that interviews advisors via telephone as well as in-person, at the advisor's location. Neither SHOOK nor Forbes receives a fee in exchange for rankings. this list is vetted to identify what SHOOK considers "role models in the field - advisors that are leading the way in offering best practices and providing a high-quality experience for clients." Drawing from over 11,000 nominees from Registered Investment Advisory firms as well as broker/dealers and banks, Doyle Wealth Management was one of only 12 advisors from Florida, and the only advisor from St. Petersburg to be selected.
All of us at Doyle Wealth Management are proud to have been included in this exclusive list. Most importantly however, we are privileged and humbled to be entrusted to provide objective, experienced service to our clients. We hope you will share this exciting news with your friends and family as your referral is our most treasured complement.
Robert K. Doyle, CPA, PFS
“We deliver thoughtful, consistent, and sound advice - in good markets and bad.”
A significant part of your financial planning strategy is finding the right people to help you achieve your investment goals. There are plenty of professionals in the financial services industry today, but working with people that are Registered Investment Advisors offers specific benefits. First, Registered Investment Advisors are held to a “fiduciary standard.” Next, RIAs provide advice based on your unique situation. Whether you need help with retirement planning, a tax situation, estate planning, or managing assets at multiple places, it’s fundamentally important that your advisor truly understands you, your goals, and your situation. Additionally, RIAs typically charge fees based on a percentage of assets that they manage for you. This fee structure is simple, transparent, and easy to understand.