News Summary
Shreveport, Louisiana, has made a remarkable mark in the financial sector, with six wealth management teams making it to Forbes’ 2025 Best-In-State Wealth Management Teams list. The recognition reflects their commitment to client services and robust client retention rates. While the selection process was selective, it underscores the dedication of these teams in navigating the financial landscape, including a notable move by Stevens Wealth Management to enhance local accessibility. As wealth continues to grow in northwest Louisiana, the future looks promising for these teams.
Six Shreveport Wealth Management Teams Shine in Forbes’ 2025 Best-In-State List
In a remarkable showing for Shreveport, Louisiana, six wealth management teams have made it onto the esteemed 2025 Forbes Best-In-State Wealth Management Teams list. This year’s list, put together by Forbes and SHOOK Research, showcases over 5,300 teams from across the United States, who combined manage a staggering total of more than $7 trillion in assets. It’s safe to say that the folks from Shreveport are making waves in the financial world!
Celebrating Local Success
The recognition that these firms have received is not merely for show; it serves as a testament to the dedication and effort put in by the teams. One prominent figure in this achievement, Mark McCrocklin, a private wealth adviser affiliated with Cardinaux Wealth Advisors, expressed that being highlighted on this prestigious list is both an honor and a validation of their hard work. This sentiment resonates deeply within the financial community, where the primary focus is on assisting clients in making thoughtful financial choices, especially when times get tough.
A Glimpse into the Selection Process
So how did these Shreveport firms make the cut? The selection process was rigorous, with SHOOK Research employing a variety of factors, including client retention rates and the experience of the advisors. Interestingly, investment performance wasn’t a criterion for inclusion—likely because every client’s goals and strategies can be quite different.
Diverse Wealth Management Services
The wealth management teams on the list cater to a broad client base, handling accounts ranging from $250,000 to $500,000, with some managing assets reaching up to $2 billion. This range reflects the varied financial landscapes of the clients they serve, showcasing the ability of these firms to adapt to different financial needs. The firms make a singular promise—to help their clientele navigate the often-volatile waters of finance, with an emphasis on emotional well-being and financial sanity.
New Developments in Shreveport
In a notable move for one of these firms, Stevens has recently relocated their private wealth management branch to the Fern Office Park. This fresh office location aims to boost accessibility for clients and stimulate growth within the branch, enhancing the local financial network even further. Since 2018, Stevens has been committed to serving the Shreveport area, and this move shows their ongoing dedication to the community.
Spotlight on Poljak Group Wealth Management
Another firm worth mentioning is Poljak Group Wealth Management, co-founded by brothers Denis and Davor Poljak. They, too, have marked their presence on the Forbes list, also receiving accolades such as AdvisorHub Magazine’s “Advisors to Watch.” This duo’s inspiring story includes overcoming hardships as immigrants from Yugoslavia, which has shaped their commitment to building a welcoming and successful firm. Today, they manage over $700 million in client assets, putting a focus on preserving client privacy and fostering trust through transparency.
Wealth in Northwest Louisiana
This impressive recognition for Shreveport’s wealth management teams underscores the existence of significant wealth within northwest Louisiana. The Poljak brothers attribute their success not only to their hard work and dedication but also to the strong ties they’ve forged within the community. Over the years, these teams have garnered multiple accolades, including previous placements on the Forbes list, solidifying their standing in the industry.
A Bright Future Ahead
With such exciting developments and recognitions, the future looks bright for Shreveport’s wealth management firms. As they continue to support their clients through thick and thin, it is clear that this community is not just a hidden gem; it is a growing hub of financial understanding and expertise.
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Additional Resources
- Shreveport Bossier Advocate
- Wikipedia: Wealth Management
- Business Wire
- Google Search: Financial Management
- Shreveport Bossier Advocate
- Encyclopedia Britannica: Financial Planning
- KTBS
- Google News: Shreveport Wealth Management
