ThreePoint Private Client Group is proud to recognize Jared Rothbard and Leo Matarazzo for being named to the Forbes 2025 Best-In-State Financial Security Professionals list!

This honor reflects not only their dedication to excellence in financial strategy, but also the deep relationships they’ve built with the individuals, families, and business owners we’re privileged to serve.

At ThreePoint, we believe that financial planning is about more than numbers — it’s about helping people live with confidence, protect what matters and achieve their long-term goals. Our team embodies that mission every day!

This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals Best-In-State is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results

We’re honored by the recognition we’ve received — but what matters most is what we do next, together. Let’s talk about how our team can support your goals.