Recognition

RTS Private Wealth is proud for our Advisors to be recognized for wealth management and client service by these organizations. We believe our team’s dedication to providing exceptional financial advice and personalized service has earned them various accolades and industry recognition.

Paul E. Roy, CFA, CFP® – Co-Founder – Managing Director

  • Forbes Top Next-Gen Wealth Advisors (2017, 2018, 2019, 2021, 2022)2
  • Forbes Best-In-State Next-Gen Wealth Advisors (2022, 2023)3
  • Forbes Best-In-State Wealth Advisors (2021, 2022, 2023, 2024)3
  • Forbes Top 250 Wealth Advisors (2024)4
  • Financial Planning Top 40 Brokers Under 40 (2022)5
  • Five Star Wealth Manager (2013-2023)1

Kristopher R. Tedeschi, CFA, CFP® – Co-Founder – Managing Director

  • Forbes Top Next-Gen Wealth Advisors (2017, 2018)2
  • Forbes Best-In-State Next-Gen Wealth Advisors (2019, 2022, 2023)3
  • Forbes Best-In-State Wealth Advisors (2023, 2024)3
  • Forbes Top 250 Wealth Advisors (2024)4

Peter Cahill, CFP® – Partner- Private Wealth Consultant

  • Five Star Wealth Manager (2023)1

Our recognition is a testament to the trust our clients place in us and our commitment to maintaining the highest standards of integrity, knowledge, and service. We are honored to be acknowledged by such prestigious organizations and publications.

  1. This award was issued on 2/1/23 by Five Star Professional (FSP) for the time period 05/23/2022 through 01/06/2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com . Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
    • Award issued on 2/1/23 by Five Star Professional (FSP) for the time period 05/23/2022 through 01/06/2023. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/22 by Five Star Professional (FSP) for the time period 05/24/2021 through 11/19/2021. 4,090 Boston-area wealth managers were considered for the award; 522 (13% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/21 by Five Star Professional (FSP) for the time period 05/25/2020 through 11/30/2020. 4069 Boston-area wealth managers were considered for the award; 480 (12% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/20 by Five Star Professional (FSP) for the time period 04/01/2019 through 12/13/2019. 3580 Boston-area wealth managers were considered for the award; 463 (13% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/19 by Five Star Professional (FSP) for the time period 04/18/2018 through 11/06/2018. 3619 Boston-area wealth managers were considered for the award; 566 (16% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/18 by Five Star Professional (FSP) for the time period 03/23/2017 through 11/10/2017. 2819 Boston-area wealth managers were considered for the award; 532 (19% of candidates) were named Five Star Wealth Managers.
    • Award issued on 12/1/16 by Five Star Professional (FSP) for the time period 3/26/2016 through 11/23/2016. 2467 Boston-area wealth managers were considered for the award; 623 (25% of candidates) were named Five Star Wealth Managers.
    • Award issued on 12/1/15 by Five Star Professional (FSP) for the time period 05/18/2015 through 11/06/2015. 2530 Boston-area wealth managers were considered for the award; 632 (25% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/15 by Five Star Professional (FSP) for the time period 05/18/2014 through 11/06/2014. 3542 Boston-area wealth managers were considered for the award; 801 (23% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/14 by Five Star Professional (FSP) for the time period 05/18/2013 through 11/06/2013. 1707 Boston-area wealth managers were considered for the award; 655 (38% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/13 by Five Star Professional (FSP) for the time period 05/18/2012 through 11/06/2012. 2362 Boston-area wealth managers were considered for the award; 713 (30% of candidates) were named Five Star Wealth Managers.
  2. 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials.
    • 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 – 3/31/21
    • 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 – 3/31/20
    • 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19
    • 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 – 3/31/18
    • 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 – 3/31/17
    • The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  3. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials.
    • 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/
    • 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23
    • 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22
    • 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21
    • 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20
    • The Forbes Best-in-State Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  4. 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials.
    • The Forbes Top 250 Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  5. 2022 Financial Planning Top 40 Brokers Under 40: Awarded February 2022. Data Compiled by Financial Planning Magazine based on the time period from 10/1/20 – 9/30/21 for Advisors younger than 39 as of end of 2021 (Source: financial-planning.com). [The Financial Planning Top 40 Brokers Under 40 rating produced by the Financial Planning magazine is based on assets under management and revenue generated for the advisors’ firms for Advisors younger than 39 as of end of year considered. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

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