Broker Check

Five Star Wealth Managers 11 years in a row!

Five Star Wealth Manager 11 years in a row!

The Five Star professional award goes to service professionals who scored the highest in overall satisfaction based on research conducted with clients, peers, and regulatory sources.

The research allows no more than 7% of wealth managers to be named for this award. The final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023 Richmond Five Star Wealth Managers is a select group, representing less than 4% of licensed wealth managers in the area.

The criteria evaluated for the award was as follows: integrity, knowledge/expertise, communication, customer service, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.