The Hilton Group, an advisor team located in Newport, has been named to the Forbes Best-in-State Wealth Management Teams list for 2024. This marks the second consecutive year that the team has made the list.
The team, led by Private Wealth Advisor James Hilton and financial Advisors Kara Museler and Anthony Cerino, works with ultra-high-net-worth clients to help them make informed financial decisions, manage risk, and pursue their long-term goals. The team’s clients range from entrepreneurs and executives to foundations and families.
“We are extremely proud that The Hilton Group has been recognized on this prestigious list,” said Max Bardeen, Managing Director and Market Director of New England Private Wealth. “The team consistently provides clients with the highest caliber of financial advice with responsive, personal service, and it is gratifying to see them acknowledged for their unwavering dedication.”
The Forbes Best-in-State Wealth Management Teams list, published annually by Forbes and SHOOK Research, ranks more than 4,100 teams with cumulative assets of $5.1 trillion. The listing is based on quantitative and qualitative data, including telephone, virtual and in-person interviews.
Generative artificial intelligence (AI) assisted a What’sUpNewp journalist with the reporting included in this story.
