08/26/2022
We have exciting news to share with you!
I am pleased to announce that Blue Diamond Wealth Management was awarded the Forbes BEST-IN-STATE Wealth Advisors ranking for 2022!!
https://www.forbes.com/nft-profile/angelo-imbrogno
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Angelo Imbrogno
Nicole DeNello
Jill Deperoni Imbrogno
Ledion Isufi
Jeanne Puterbaugh
Cindy Brockway Vaca