Registered Investment Adviser

McGuire Wealth Management Team

Achievements

Dennis McGuire named 2020 "Best-In-State Wealth Advisor" by Forbes Magazine


https://www.forbes.com/profile/dennis-mcguire/?list=best-in-state-wealth-advisors/#61a960e443a51

** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#59d91ee4fedc

Dennis McGuire named 2018 and 2019 "Best-In-State Wealth Advisor" by Forbes Magazine


https://www.forbes.com/best-in-state-wealth-advisors/#32de20e291d1

** The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#59d91ee4fedc

McGuire Wealth Management named 2020 Five Star Wealth Manager


https://www.fivestarprofessional.com/ereprints/234291#page/2

* To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Additional information about the award and methodology for issuing the award can be found at http://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf.


Dennis McGuire Jr. named 2015 Top 50 NextGen IBD Advisor by REP Magazine


http://wealthmanagement.com/rankings/top-50-nextgen-ibd-advisors

*** Rankings based exclusively on assets under management data provided by the top 35 independent broker-dealers based on headcount. Investment performance is not an explicit component. Additional information about the criteria used in making the rankings can be found at: https://www.wealthmanagement.com/rankings/top-50-nextgen-ibd-advisors.

Methodology: Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. To be eligible, advisors had to be under the age of 40 as of Jan. 1, 2015. We solicited nominations from the top 30 IBDs by headcount, sourced from Cerulli Associates. These are the firms that responded. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings..


Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client nor are they representative of any one client’s evaluation. Generally, rankings are based on information prepared and submitted by the adviser, or the amount of assets under management by the adviser. Please refer to the more thorough disclosure and additional information about the criteria used in making these rankings via the website of the publication and/or organization granting such recognition as indicated at the links above.

The information contained in the rankings is for informational purposes only and the views and opinions expressed are the author’s own and not necessarily those of McGuire Wealth. Awards and accolades are given by non-affiliated third parties that are independent of McGuire Wealth. None of the information provided is an indication of any client’s experience, past or present, with McGuire Wealth and the services offered by the firm. McGuire Wealth makes no warranties with regard to the information or results obtained by its use (or lack thereof) and disclaims any liability arising out of the use of, or reliance on, the information. Past performance is not indicative of future returns. For additional information and disclosures about McGuire Wealth, please review McGuire Wealth Form ADV at http://www.adviserinfo.sec.gov/.