Award Disclosures

Official Member of the 2025 Forbes Financial Council: The Forbes Finance Council is an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms. Members are selected for the Council based on their depth and diversity of experience, then invited to share their insights via Community Voice on Forbes.com. They write business articles or submit brief industry-related tips.

InvestmentNews Rising Stars: Best Wealth Managers & Advisors Under 40 (2025): Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars award for 2025 issued by InvestmentNews on October 13th was awarded to individuals age 40 and under and are committed to a career in wealth management, with a clear passion for the industry.  The financial professional was nominated for the recognition. 67 individuals were selected for this award.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. 

The NAIFA Advisor Today 4 Under 40 Award: The NAIFA Advisor Today 4 Under 40 Award is issued by the National Association of Insurance and Financial Advisors (NAIFA) in 2025. The recipients are recognized for achieving excellence in their profession by or before the age of 40 and by their commitment to their clients, community, family, team, and country.  The financial professional applied for the recognition. Award recipients must be NAIFA members in good standing and are selected by NAIFA's Advisor Today magazine team. There is a $40 application fee for this award in addition to the membership fee.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Forbe's America's Top Next-Generation Wealth Advisors: The Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research March 31, 2026 for August 2026 was awarded to the top next-gen wealth advisors in the country with Gregory Fortier being recognized] being recognized.  The ranking is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years' experience as an advisor. 4,653 advisors were considered for this honor and 43% were selected.   No fee was paid for the nomination, receipt, or promotion of the award.  OR  No fee was paid for the nomination or receipt of this award.  However, the FP did pay for enhanced features on their online profile to promote this award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

InvestmentNews: Top Financial Professionals in the USA: The Top Financial Professionals in the USA issued by Investment News on February 25,2026 for the August 2024 through August 2026 time period was awarded to Financial Professionals in the USA with Gregory Fortier being recognized.  InvestmentNews first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their firm’s compliance team before it could be accepted.  The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth August 2024 and August 2026. 394 nominations were received, and 100 professionals were selected.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.