RESTON, Va., Feb. 27, 2018 /PRNewswire/ — Forbes has ranked Paul Pagnato the #2 Wealth Advisor in Virginia on its inaugural 2018 Best-In-State List. Forbes and SHOOK Research created this new list, which spotlights over 2,000 top-performing wealth advisors across the country, to help investors find high quality advisors in every state. Pagnato is also ranked #19 on Barron’s Top 100 Independent Wealth Advisors and #30 on Forbes America’s Top Wealth Advisors.
“Every advisor at PagnatoKarp follows True Fiduciary™ Standards that embrace the legal obligation to put clients’ interests first,” says Paul Pagnato, founder and CEO at PagnatoKarp. “Being ranked #2 in Virginia by Forbes reinforces that our dedication to transparency and True Fiduciary™ Standards is making a positive impact in the industry.”
The Forbes Best-In-State Wealth Advisors ranking is determined by SHOOK Research and is based on an algorithm of qualitative/quantitative criteria including in-person interviews, industry experience, community involvement, client retention data, assets under management, compliance records, revenue trends and best practices. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
PagnatoKarp’s goal is to provide clarity, simplicity and peace of mind to ultra and high-net-worth individuals. Founded by Paul A. Pagnato and David W. Karp, PagnatoKarp is an independent wealth management firm and family office with over $3 billion assets under advisement. With True Fiduciary™ Standards, advice is focused on asset protection, opportunities, and cost while remaining firmly in the client’s best interest. In-house, personalized services are comprehensive and include investment, planning, tax, legal, family, and concierge solutions. Please contact us at pagnatokarp.com or 703-468-2700 or send us a private email below.