Forbes的2026年最佳国家财富管理小组名单中命名的财富观察伙伴,以其以客户为中心的计划驱动办法。 Wealth Insight Partners named to Forbes’ 2026 Best-In-State Wealth Management Teams list for its client-focused, plan-driven approach.

以马里兰为基地的Bethesda公司“财富洞察伙伴”被列入福布斯2026年最佳国内财富管理小组名单。 Wealth Insight Partners, a Bethesda, Maryland-based firm, has been named to Forbes' 2026 Best-In-State Wealth Management Teams list. 承认突出了其计划驱动方法,并侧重于企业家和有复杂财政需求的管理人员等客户。 The recognition highlights its plan-driven approach and focus on clients like entrepreneurs and executives with complex financial needs. 该公司由合作伙伴Peter Glassman和Colin Kimpel牵头,在与客户现有顾问合作时,使用一个以团队为基础的模式,将规划、投资和风险管理结合起来。 The firm, led by partners Peter Glassman and Colin Kimpel, uses a team-based model integrating planning, investments, and risk management while collaborating with clients’ existing advisors. 排名,由SHOOK Research制定,评估公司对管理下的资产、收入、合规和行业经验进行评估。 The ranking, developed by SHOOK Research, assessed firms on assets under management, revenue, compliance, and industry experience. 这一荣誉反映了企业对个性化的、符合价值的金融战略的承诺。 The honor reflects the firm’s commitment to personalized, values-aligned financial strategies.