Turner Wealth Management Group

The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: . <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

The 2025 Forbes "America’s Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2025. Data as of 9/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

Dedicated to earning your trust

Turner Wealth Management Group is a group of proven investment professionals who are dedicated to providing customized wealth management solutions to individuals, families, small businesses, corporations and foundations. Our mission is to advise, guide and motivate clients to implement strategies that will help simplify their lives, as well as grow and preserve capital.

Wealth management approach

Our highly experienced team works with you to develop strategies and recommend personalized solutions designed to help you accumulate, protect, and transfer your wealth. Our approach is flexible, accommodates your unique situation and includes:

Understanding your financial objectives
Gathering your current financial information
Developing smart, time-tested strategies
Implementing thoughtful and creative solutions
Providing timely, ongoing service and reviews

Latest Insights

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 04, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

Categories: Analysis

Global Insight 2026 Outlook: Asia-Pacific

Dec 02, 2025 | Jasmine Duan; Nicholas Gwee, CFA; Shawn Sim

The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.

Categories: Analysis

Global Insight 2026 Outlook: Europe

Dec 02, 2025 | Frédérique Carrier; Rufaro Chiriseri, CFA; Thomas McGarrity, CFA

European stocks look set to benefit from reflation, but heavier bond supply and tighter investor demand are likely to push yields higher.

Categories: Analysis

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Proud to work with a nationally recognized teammate

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024 and 2025.

Dedicated to earning your trust

Wealth management approach

Latest Insights

S&P 500 rally: When a rising tide lifts some boats more than others

Global Insight 2026 Outlook: Asia-Pacific

Global Insight 2026 Outlook: Europe

Gain financial flexibility

Let's start the conversation

Contact

Turner Wealth Management Group

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Introducing RBC Total Wealth

Proud to work with a nationally recognized teammate

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024 and 2025.

Dedicated to earning your trust

Wealth management approach

Latest Insights

S&P 500 rally: When a rising tide lifts some boats more than others

Global Insight 2026 Outlook: Asia-Pacific

Global Insight 2026 Outlook: Europe

Gain financial flexibility

Let's start the conversation

Contact

Turner Wealth Management Group

Bulletin Board

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Introducing RBC Total Wealth