Everyone on the team at Texas Legacy Wealth Management is excited to announce that Enzo Pellegrino has once again been recognized by Forbes to be part of the 2018 Best-In-State Wealth Advisors list.  As many of you may remember, last fall Enzo was selected for Forbes’ America’s Top Next-Generation Wealth Advisors list**.  Enzo’s wealth of industry experience, commitment to customer service, and continued industry specialization has made this award well deserved. 

Enzo founded TLWM in 2005 & has over 18 years of experience working with clients on managing their investments & planning for their future.  Over the years, he has built a team of specialist that have come together to support the goals of each of our clients and strived to deliver exceptional service.  It is common for us to overhear him mention to his clients that he does not want them to look back 20 years from now and regret the decisions they made today.  Enzo feels truly honored to have received this award and stated “I want Texas Legacy to keep growing bigger & stronger together with our clients”.  True to Enzo’s vision, he wants to keep evolving the company, but as he frequently states “our first priority is our existing clients & their needs”. 

According to Forbes’, advisors selected for this inaugural list were assessed on a variety of criteria, including years of experience, community involvement, & client retention data*.  Shook Research provided Forbes’ with the research to put this list together.  Shook takes an in depth approach into the selection process that does not just look at numbers such as production & assets, but also evaluates advisor practices & attention to customer service.  For more information on the award, please read the full article here.

At TLWM, we are excited for the recognition of all of Enzo’s hard work, but we know that our journey does not end here.  We appreciate the relationships with all of our existing clients & we will continue to strive to give all of you the best service.  If you believe that any of your friends or family could benefit from our services, please note that our doors are open to begin helping them with their future. 

*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.

**The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.