SHREVEPORT, La., May 6, 2024
/PRNewswire/ -- Poljak Group Wealth Management at Steward
Partners has announced the selection of wealth managers and
partners Denis Poljak, Ph.D.,
CPM®, CFP® and Davor
Poljak, M.B.A. and CPM® to the Forbes
"Best-In-State Wealth Advisors" list for 2024.
The Forbes "Best-In-State Wealth Advisors" annual list
ranks advisors based on a variety of factors, including research,
interviews, and an algorithm of qualitative and quantitative
data.
The Poljak brothers, co-founders and principals of Poljak Group
Wealth Management, have been recognized on the Forbes
"Best-In-State Wealth Advisors" list several times for
best-in-class excellence in the wealth management industry for
Louisiana. Denis was honored by
Forbes in 2019, 2020, 2021 and 2023, and this is
Davor Poljak's second year on the
list, having been previously recognized in 2021.
"Having established our business and helping other families
achieve their financial goals from generation to generation has
been the true mark of success for us," said Denis Poljak. "We have worked hard to earn the
credentials and experience that can make the difference in helping
our clients realize their dreams, which we consider a great
privilege."
According to Davor Poljak, "Our
commitment has always been to enhance the quality of life for our
clients and their families; we're grateful to have this opportunity
and to do our part to strengthen our community. We're able to
achieve that with our dedication to personal service and providing
local access to world class resources."
For the full list and further information, visit:
https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=967f5ac6ab97.
Source: Forbes.com Forbes
Best-in-State Wealth Advisors ranking was developed by SHOOK
Research and is based on in-person, virtual and telephone due
diligence meetings to evaluate each advisor qualitatively, a major
component of 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. Investment
performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance
reports. Rankings are based on the opinions of SHOOK Research, LLC
and are not indicative of future performance or representative of
any one client's experience. Neither Steward Partners Investment
Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK
Research in exchange for the ranking. For more information,
see www.SHOOKresearch.com.
Securities and investment advisory services offered through
Steward Partners Investment Solutions, LLC, registered
broker/dealer, member FINRA/SIPC, and SEC registered investment
adviser. Investment Advisory Services may also be offered through
Steward Partners Investment Advisory, LLC, a SEC registered
investment adviser. Steward Partners Investment Solutions,
LLC, Steward Partners Investment Advisory, LLC, and Steward
Partners Global Advisory, LLC are affiliates and separately
operated. Poljak Group Wealth Management is a team at Steward
Partners.
About Poljak Group Wealth Management
Located in downtown Shreveport,
Louisiana, the Poljak Group Wealth Management team of
dedicated professionals specializes in multigenerational wealth and
asset management, preservation and custom growth strategies with a
personalized approach. Along with access to the world-class
resources of independent financial services firms Steward Partners
and Raymond James, Poljak Group
Wealth Management provides wealth management needs, including
retirement planning, legacy building, estate & tax planning
strategies, portfolio creation and maintenance, and risk
management.
To learn more about Poljak Group Wealth Management, visit
www.poljakgroup.com.
About Steward Partners
Representing some of the top advisors in the U.S., Steward
Partners is a full-service, employee-owned, independent financial
services firm that offers wealth management solutions for families,
businesses, and multigenerational investors. Established in 2013,
the firm fosters a positive, transparent culture of camaraderie and
excellence that has fueled its substantial growth in a highly
competitive industry. With its commitment to exceptional client
service and forward-thinking partnerships, the firm was ranked as
the #19 RIA in the country in Barron's Top 100 RIAs for the year
2023. Offering services such as comprehensive wealth planning,
private banking, institutional consulting, international advisory,
and business solutions, the firm was responsible for over
$35 billion in client assets as of
January 2024.
To learn more about Steward Partners, visit
www.stewardpartners.com.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-214-5581
zallegrettiII@jconnelly.com
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