461 From Road
3rd Floor, Suite 385
"We often work collaboratively with our client’s CPA & Estate Planning Attorney."
In order to provide the highest levels of professional Wealth Management service, we have developed client-focused strategic relationships at three levels:
Among the services we coordinate are the following:
Our clients tell us how important this coordination is to them as it saves them valuable time and provides more effective communication among advisors during time sensitive periods (i.e. April 15th).
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.
For more information about the Five Star Wealth Manager Award selection process visit Click Here