03/04/2026
We are proud to share that Lisa Knutson has been recognized by Forbes as a 2026 Top Women Wealth Advisor. This distinction reflects not only individual excellence, but the disciplined planning, steady guidance and dedication that define our team’s commitment to the families we advise each day. At our core, we focus on helping individuals and families align where wealth meets purpose. Our approach is grounded on integrity, thoughtful strategy, and truly personalized service. We are grateful to our clients who place their trust in us with their financial well-being and personal success. We look forward to continuing to guide, support, and navigate through life’s journey together. If you would like to learn more about our approach, we would welcome the conversation.
The 2026 Forbes "America’s Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2026. Data as of 9/30/2025. The award 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 was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.
