Legacy of excellence

We take pride in our national recognition, which highlights our commitment to assisting clients in reaching their objectives and leading purposeful lives. Our team and team members, have been honored with numerous prestigious awards, including:
Team awards

  • Barron’s Top 250 Private Wealth Management Teams, 2024
  • Forbes Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023
  • Forbes Best-In-State Wealth Management Teams, 2023, 2024

Members of The 770 Group have these accomplishments

Bill Pahl
  • Barron’s Top 1,200 Financial Advisors, 2023, 2024
  • Forbes Best-In-State Wealth Advisors, 2024
J. Casey Jones, CFA®, CFP® 
  • Forbes Best-In-State Wealth Advisors, 2024
Scott Serafin, CSRIC® 
  • Forbes Best-In-State Wealth Advisors, 2022, 2023, 2024

These accolades are a testament to our passion for guiding clients in connecting their wealth with their purpose and making the biggest impact possible.