Honored to receive recognition
I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.
Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.
The Five Star Wealth Manager award (the “FSWM award”) isadministered by Crescendo Business Services, LLC (dba Five StarProfessional). Data for the FSWM award was gathered during the current orprior year. Wealth managers do not pay a fee to be considered or placedon the final list of Five Star Wealth Managers. Once awarded, wealthmanagers may purchase marketing materials from Five Star Professional,including additional profile ad space or promotional products. Eligibility criteria – required:1. Credentialed as a registered investment adviser or a registered investmentadviser representative; 2. Actively licensed as a registered investment adviseror as a principal of a registered investment adviser firm for a minimum of 5years; 3. Favorable regulatory, complaint, employment, bankruptcy and felonyreview (as defined by Five Star Professional); 4. Fulfilled their firm reviewbased on internal standards; 5. Accepting new clients. Evaluation criteria – considered:6. One-year client retention rate; 7. Five-year client retention rate; 8.Noninstitutional discretionary and/or non-discretionary client assetsadministered; 9. Number of client households served; 10. Education andprofessional designations. For more information on the FSWM award and theresearch/selection methodology, go to https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf. FSWM award candidates areidentified by one of three sources: firm nomination, peer nomination orpre-qualification based on industry standing. The FSWM award does notevaluate the quality of services provided and is not indicative of the wealthmanager’s future performance. Wealth managers may or may not use discretion intheir practice and therefore may not manage their client’s assets. Theinclusion of a wealth manager on the Five Star Wealth Manager list should notbe construed as an endorsement of the wealth manager by Five Star Professionalor this publication. Working with a Five Star Wealth Manager or any wealthmanager is no guarantee as to future investment success, nor is there anyguarantee that the selected Five Star Wealth Managers will be awarded thisaccomplishment by Five Star Professional in the future. For more informationabout FSWM market research statistics, go to https://www.fivestarprofessional.com/wmdisclosures.