FIVE STAR AWARD WINNERS
You Need to Know
FIVE STAR WEALTH MANAGERS FIVE STAR INVESTMENT PROFESSIONALS
You work hard and want your money to work hard for you! You’re likely seeking solid investments and financial strategies that fit your family and your situation. These days, finding the right wealth manager is an integral part of securing one’s financial freedom and well-being. But where should you turn to find the adviser who can start working for you?
Five Star Professional employed a rigorous research process to identify the Five Star award winners in cities across the United States. Award-winning professionals were carefully selected from among thousands of wealth managers for their knowledge, service and experience (see list and disclosure for full list of cities covered).
Winners featured here represent some of the country’s most dedicated wealth managers and investment professionals, each committed to pursuing professional excellence and providing exceptional service to their clients.
Five Star Professional identified award candidates based on industry data, nominations received from industry firms and individuals (self-nominations are not accepted).
For the full list of Five Star award winners and an overview of the research methodology, visit fivestarprofessional.com
RESEARCH DISCLOSURES
In order to consider a broad population of high-quality wealth managers and investment professionals, award candidates are identified by one of three sources: firm nomination, peer nomination or prequalification based on industry standing. Self-nominations are not accepted. Award candidates were identified using internal and external research data. Candidates do not pay a fee to be considered or placed on the final lists of Five Star Wealth Managers or Five Star Investment Professionals.
Although this list is a useful tool for anyone looking for help in managing their financial world or implementing new aspects into their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent professionals who, for one reason or another, are not on this year’s lists.
The Five Star awards are not indicative of a professional’s future performance.
Wealth managers and investment professionals may or may not use discretion in their practice and therefore may not manage their clients’ assets.
The inclusion of a professional on the Five Star Wealth Manager list or the Five Star Investment Professional list should not be construed as an endorsement of the professional by Five Star Professional or Forbes.
Working with a Five Star Wealth Manager, Five Star Investment Professional or any professional is no guarantee as to future investment success, nor is there any guarantee that the selected professionals will be awarded this accomplishment by Five Star Professional in the future.
Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star Wealth Manager or Five Star Investment Professional award programs, research and selection criteria, go to www.fivestarprofessional.com/research.