The SiRiCa Wealth Management Group
"These days, clients are redefining 'retirement.' Often, it means a second career and new challenges--anything but sitting still. The SiRiCa Group can help you use your wealth to support new endeavors." ~ Todd Silaika, CFP®, CPWA® CAIA
Managing Director Wealth Management Advisor Portfolio Manager \\\\\\*Please see Todd Silaika's biography for award disclosure. Barron's published on March 12, 2018. Rankings based on data as of September 30, 2017. Forbes' published on September 12, 2018. Rankings based on data as of June 30, 2018.
\\\\\\*Source: The Forbes "America's Top Wealth Management Teams High Net Worth" list, published on November 8, 2022. Rankings based on data as of March 31, 2022. Data provided by SHOOK® Research, LLC. Forbes "America's Top Wealth Management Teams High Net Worth" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, 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 Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
"These days, clients are redefining 'retirement.' Often, it means a second career and new challenges--anything but sitting still. The SiRiCa Group can help you use your wealth to support new endeavors."
~ Todd Silaika, CFP®, CPWA® CAIA
Managing Director
Wealth Management Advisor Portfolio Manager *Please see Todd Silaika's biography for award disclosure. Barron's published on March 12, 2018. Rankings based on data as of September 30, 2017. Forbes' published on September 12, 2018. Rankings based on data as of June 30, 2018.
*Source: The Forbes "America's Top Wealth Management Teams High Net Worth" list, published on November 8, 2022. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes "America's Top Wealth Management Teams High Net Worth" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, 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 Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC.
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