Koritz Wealth Strategies, LLC | Waltham, MA

helping our clients achieve financial security

and peace of mind for more than 30 years

Forbes Best-in-State Financial Security Professional for Massachusetts for 2026

Thirty-two years in this business. Five years since Forbes launched this recognition. Five for five.

I'm honored to share that l've been named to ¹Forbes' 2026 Best-in-State Financial Security Professionals list for Massachusetts — every year since its inception.

I don't say that to boast. I say it because I know my clients and the professionals I work alongside want reassurance that they're in good hands, and consistency over time is one of the best measures of that. Thank you for the trust you've placed in me — this recognition belongs to all of you as much as it does to me.

¹The Forbes | SHOOK® Top Financial Security Professionals and Best-In-State Financial Security Professionals rankings are the product of SHOOK Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of December 31, 2025. Published by Forbes (July 2026).

SHOOK Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each professional across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management, sales figures, and revenue generated for their firms. Financial Security Professional ("FSP") refers to those professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.

Investment performance is not a criterion, as client objectives and risk tolerances vary and these professionals rarely have audited performance reports. SHOOK Research's rankings are intended to help investors identify and evaluate financial services professionals and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific financial services professional. SHOOK Research does not assume any liability for actions taken based on the rankings.

Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here:https://www.forbes.com/sites/molly-bennard/2026/07/09/methodology-2026-forbes--shook-top-financial-security-professionals/ SHOOK® is a registered trademark of SHOOK Research, LLC.