Both Matt Glova, CFP® and Bruce Moskowitz, CRPC®, AAMS®, AIF®, have been named to Forbes’ Best–in–State Wealth Advisors list again for 2025. The list is published on forbes.com/best-in-state-wealth-advisors. This is Matt’s seventh consecutive year earning this prestigious award, starting in 2019. This is Bruce’s second year earning this award.
See Matt’s profile on this Forbes’ list here.
See Bruce’s profile on this Forbes’ list here.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
“I am pleased to have been named to this prestigious list for the seventh year in a row and for Bruce to be named a second time. This is a recognition that, to us, speaks to our firm’s commitment to excellence,” said Matt Glova, CEO of LifeTime Asset Management. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
See the complete press release here.
* 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://www.forbes.com/sites/rjshook/2025/04/08/methodology-forbes-americas-top-wealth-advisors-2025/