Friday, May 24, 2024

Poljak Group Wealth Management Recognized Among Forbes 2024 “Best-in-State Wealth Advisors”

by BIZ Magazine

Poljak Group Wealth Management at Steward Partners proudly announces the inclusion of wealth managers and partners Denis Poljak, Ph.D., CPM®, CFP®, and Davor Poljak, M.B.A. and CPM®, on the prestigious Forbes “Best-In-State Wealth Advisors” list for 2024.

Dennis

Forbes compiles its “Best-In-State Wealth Advisors” list annually, evaluating advisors based on extensive research, interviews, and a comprehensive algorithm analyzing qualitative and quantitative data.

The Poljak brothers, co-founders, and principals of Poljak Group Wealth Management, have consistently earned recognition on the Forbes list for their outstanding performance in the wealth management industry in Louisiana. Denis has been honored by Forbes multiple times, in 2019, 2020, 2021, and 2023, while this marks Davor Poljak’s second consecutive year on the list, having previously been recognized in 2021.

“Our success is rooted in our dedication to helping families achieve their financial aspirations across generations,” remarked Denis Poljak. “Earning the trust of our clients and guiding them toward their dreams is the greatest reward for us. We are deeply committed to leveraging our expertise and credentials to make a meaningful difference in their lives.”

Davor Poljak added, “Enhancing the quality of life for our clients and their families has always been our foremost priority. We are privileged to contribute to the well-being of our community through personalized service and access to premier resources. Our local presence combined with global capabilities allows us to deliver unparalleled value to our clients.”

Davor

The full list of Forbes “Best-In-State Wealth Advisors” and additional details can be found at: Forbes Best-in-State Wealth Advisors.

According to Forbes.com, the rankings were developed by SHOOK Research and involve rigorous due diligence, including in-person, virtual, and telephone meetings to assess each advisor qualitatively. Criteria for the rankings encompass client retention, industry experience, compliance records, firm nominations, as well as quantitative factors like assets under management and revenue generated for their firms. Notably, investment performance is not a criterion due to variations in client objectives and risk tolerances.

Poljak Group Wealth Management operates under Steward Partners Investment Solutions, LLC, a registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. The firm offers a range of investment advisory services through Steward Partners Investment Advisory, LLC, a SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and independently operated entities.

About Poljak Group Wealth Management

Situated in downtown Shreveport, Louisiana, Poljak Group Wealth Management comprises a team of dedicated professionals specializing in multigenerational wealth management, asset preservation, and custom growth strategies. With access to the resources of independent financial services firms Steward Partners and Raymond James, Poljak Group Wealth Management provides comprehensive wealth management solutions, including retirement planning, legacy building, estate & tax planning strategies, portfolio creation and maintenance, and risk management.

To learn more about Poljak Group Wealth Management, visit www.poljakgroup.com.

About Steward Partners

Steward Partners is a full-service, employee-owned, independent financial services firm catering to families, businesses, and multigenerational investors. Established in 2013, the firm fosters a culture of camaraderie and excellence, offering services such as comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions. As of January 2024, Steward Partners managed over $35 billion in client assets and was ranked #19 in Barron’s Top 100 RIAs for 2023.

To learn more about Steward Partners, visit www.stewardpartners.com.

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