When you work with The Consiglio Osmanski Hienz Jaeger Group, you’ll have a dedicated team of wealth management experts by your side creating a customized financial plan that aligns with your unique goals and values.

Our team is comprised of long-tenured, diverse and highly credentialed individuals.  We leverage our in-house resources & expert research team to stay current on the latest investment management strategies and provide the best outcomes for our clients.

2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25.

Barron’s 2026 Top 1,500 Financial Advisor published on 3/20/26. Rankings based on data as of September 30, 2025.

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, rankings based on data as of March 31, 2025

2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published January 9, 2025, rankings based on data as of March 31, 2024. 2025 FORBES | SHOOK Research Best-in-State Wealth Advisors. Published 4/8/25, rankings based on data as of 6/30/24.

2024 Forbes Best-In State Wealth Management Team recognition by Forbes/Shook Research. Publication as of January 9, 2024. Rankings as of March 31, 2023. 2024 Best-In State Wealth Advisors. Published April 3, 2024, rankings based on data as of June 30, 2023.

2023 Forbes Best-In State Wealth Management Team recognition by Forbes/Shook Research. Publication as of January 12, 2023. Rankings as of March 31, 2022. Forbes Best in State Wealth Advisor award. Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes Best-In State Wealth Advisor recognition by Forbes/Shook Research. Publication as of April 7, 2022, February 11, 2021, January 16, 2020, and February 20, 2019. Rankings as of June 30 of the previous year.

Barron's 2026 Top 1,500 Financial Advisor published on 3/20/26. Rankings based on data as of September 30, 2025. Barron’s Top 1,200 Financial Advisors State by State recognition by Barron’s. Publication as of March 13, 2020 and March 12, 2021. Rankings as of September 30, of the previous year. 

Most recent Five Star Professional award was issued on 6/1/25 by Five Star Professional for the time period 9/18/2024 through 2/28/2025. Crescendo Business Services created and conducted the survey.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. Research Period. 2021: 1036, 169, 16%, 5/1/21, 9/7/20 - 4/9/21; 2020: 1092, 172, 16%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1061, 224, 21%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1461, 220, 15%, 6/1/18, 10/3/17 - 4/18/18; 2017: 1148, 237, 21%, 6/1/17, 9/30/16 - 4/17/17; 2016: 923, 370, 40%, 5/1/16, 9/6/15 - 5/5/16; 2015: 1329, 430, 32%, 6/1/15, 9/6/14 - 5/5/15; 2014: 1744, 397, 23%, 6/1/14, 9/6/13 - 5/5/14; 2013: 2672, 524, 20%, 6/1/13, 9/6/12 - 5/5/13; 2012: 1291, 303, 23%, 6/1/12, 9/6/11 - 5/5/12.