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
Director of Portfolio Management
“Our investment philosophy is based on asset allocation, active management expertise, and diversification.”
Trustees must not only make certain the financial decisions are handled according to the trust document; they have to assume the role of a fiduciary to protect and manage the trust assets. That means significant record keeping responsibilities such as accounting for the receipt and disbursement of income and principal from trust assets, preparation and filing of any annual trust income tax returns (federal and state), managing assets tax-efficiently, and must have a thorough understanding of ever-changing tax and estate laws.