Awards and Recognition
 | For five consecutive years (2018-2023), Gary has been recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors. Those selected for this inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data.* Gary has also previously appeared in Forbes in their July 2011 issue, where he was called “the entrepreneur’s wealth planner." |
| Gary was named one of Barron's Top 1,000 Advisors in 2011, 2012, and 2013.** This prestigious recognition ranks the best financial advisors in each of the 50 states. |
 | Gary was recognized in 2010 as one of Registered Rep. Magazine's top 100 financial advisors in America.*** He was the only advisor in New Hampshire to make the listing and only one of ten from across New England. |
* The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
** "Top 1000 Advisors in America" by Barron's is based on factors including: assets under management, revenue produced for the firm, quality of practice, regulatory record, and philanthropic work.
*** Registered Rep.’s 2010 ranking was compiled in-house by the magazine. According to Registered Rep., advisors who personally manage at least $150 million in assets with a majority in client accounts were eligible for consideration and were ranked strictly by assets under management.