Our Accolades

Forbes Top Next-Gen Wealth Advisors

Managing Directors - Investments Jordan Matola and Phillip Alexander were honored to be named as 2020 Forbes Top Next-Gen Wealth Advisors.1

Platinum Council

In 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023 Shad Patterson was named a Platinum Council by Wells Fargo Advisors Financial Network. Jordan Matola and Phillip Alexander also earned this distinction in 2017, 2018, 2019, 2020, 2021, 2022 and 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
12020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Tri-Oak Private Wealth Management

Investment and Insurance Products are:

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