At C3 Wealth Management, excellence is at the core of everything we do. We are proud to be an award-winning team, with Brett Canna and William Milne recognized as Best-In-State Top Financial Security Professionals by Forbes, William Milne being recognized as a Forbes Top Next-Gen Wealth Advisor, and John Van Grinsven named a Best-In-State Wealth Advisor by Forbes.
These prestigious recognitions reflect the dedication, expertise, and hard work of our entire team. We extend our heartfelt thanks to our clients for their continued trust and partnership, and to our team for their unwavering commitment to delivering outstanding financial guidance.
Forbes Best-in-State “Top Next-Generation Wealth Advisors” list, (August 2024). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Forbes "Best-in-State Wealth Advisors" list (April 2022,2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of June 30th of the preceding year. Forbes Best-in-State Top Financial Security Professionals list (July 2022,2023,2024). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Northwestern Mutual Eastern Pennsylvania, the platform in which C3 Wealth Management chooses to be affiliated with, has been named a Top Workplace by the Philadelphia Inquirer. We are proud to be affiliated with a company that shares our commitment to exemplary service, integrity, and client-focused care. Our relationship with Northwestern Mutual Eastern Pennsylvania bolsters our own core values as a firm and helps us provide consistent coverage for all of your financial needs.