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Wealth Management Perspectives

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Rob Shick recognized on the Forbes Top Advisors in Oregon list.

Congratulations to our own Rob Shick, for making the Forbes Top Advisors in Oregon list! From the Forbes website, here is a bit about how they select advisors for the list, "The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data...

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