Exciting News!

I am thrilled to share some exciting news with you!

Forbes has recently recognized me as one of the Best-in-State Wealth Advisors for 2024. This recognition is a testament to the trust that you, our incredible client community, has placed in me and our team.

Forbes' ranking of Best-In-State Wealth Advisors is based on a rigorous evaluation process developed by SHOOK Research. This process includes qualitative criteria gathered through interviews, along with quantitative data such as revenue trends and assets under management. The ranking also considers service models, compliance records, industry experience, and best practices.

I want to take this opportunity to express my gratitude for the confidence you place in our services. Your support motivates me to strive for excellence and provide you with personalized financial advice that aligns with your biggest goals and greatest aspirations.

I would also like to recognize my exceptional team for their hard work, expertise, and dedication. None of this would be possible without the invaluable contributions they bring to the practice every day.

Thank you once again for being a part of my journey and allowing me to be a part of yours. If you have any questions about this email, your accounts, or anything in between, simply click reply to this email. I always appreciate hearing from you.

Sincerely,
Peter

Peter B. Salkins, CFP®
Financial Planner

Tel 781-373-4490
Fax 781-890-5624
Peter.Salkins@IFPadvisor.com
www.thesalkinsgroup.com

Integrated Financial Partners | www.thesalkinsgroup.com | 200 Fifth Avenue, Suite 4010, Waltham, MA 02451

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

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