TIMOTHY J. RUETER NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

Wheaton, IL. (Viz Release) March 2, 2021 – –  Timothy J. Rueter, Wealth Advisor RJFS, and President, Foundation Wealth Strategies, LLC. was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021.

The Forbes ranking of Best-In-State 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. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

Rueter, who joined Raymond James in 2011 has nearly 20 years of experience in the financial services industry. Tim guides his team in helping clients pursue their financial goals by providing prudent advice on investment management, retirement distribution strategies and a diverse range of key areas, including: life and health insurance, tax planning, estate planning, educational savings and financial aid, and multi-generational wealth transfer.

About Foundation Wealth Strategies

Foundation Wealth Strategies believes their clients deserve exemplary service and prides themselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique practice.  www.foundationws.com

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About Raymond James Financial Services

As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC. Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State 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. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.

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