FORBES MAGAZINE - April 2009

Forbes Magazine features W3 Wealth Management as one of the 2009 Leading Wealth Managers fo the Great Lakes Region

"Those selected provide extensive client service that exceeds the industry standard," said George Shaeffer, Analyst, Goldline Research. "We believe that they are setting the benchmarks for the industry as a whole."

Goldline Research conducted its annual evaluation of wealth managers of the Great Lakes region in February 2009. During the research process, more than 3,000 SEC registered investment advisors and 10,000 Certified Financial Planners were identified.

W3 Wealth Management exceeded the following criteria:

Fee-Based, Fee-Only or RIA
15+ Years of Experience
No Lawsuits or Grievances
Advanced Certifications Held
Comprehensive Range of Wealth Management and Financial Services Offered

W3 in Forbes Magazine 4.27.09 Issue

Press Release from Goldline Research



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