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July 5, 2024, 7:59 am
Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Bartlett Wealth Management ("Bartlett") is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Bartlett or its representatives by any of its clients. Chief legal officer or general counsel. Michael Fernandes, CFP®, Senior Financial Advisor of Simsbury, Conn. - Martha Hardison, CFP®, Senior Financial Advisor of Manchester, Conn. - Labib Fasihuddin, CFP®, Financial Advisor of South Windsor, Conn. The Five Star Wealth Manager Award program is a collaboration between Five Star Professional and Connecticut Magazine. Professionals: Log in. Career achievements (10 points). Weatherly Asset Management, L. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership. Five Star Professional is not an advisory firm, and the contents of the advertisement should not be construed as financial advice. 2, 482 Orange County-area wealth managers were considered for the award; 143 (6% of candidates) were named 2022 Five Star Wealth Managers. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
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Each award candidate undergoes a thorough research process before being considered for the final list of award winners. In addition, advisors do not pay to be vetted for the award, nor do they pay to advertise the award. Weatherly purchased additional profile ad space in the Wall Street Journal and digital and hard-copy reprints. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional's consumer complaint process. Every firm will have its own approach to investing, financial planning and other services. Coach: Managers care about concerns, are helpful, encourage employee development. The Five Star Wealth Manager award program has been recognizing and promoting outstanding wealth managers since 2000. The rating is not indicative of the Financial Advisor's past or future performance. Number of client households served. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria. For more information on our research methodology and criteria, see their Research page. This is Christine's sixth straight year earning the honor!

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The annual program kicks off with the online nomination process, which will remain open until May 29, 2020. All information regarding the nominee must be included in the online nomination submission. Some 740 RIA companies applied and 300 made the final list. We are pleased to announce that Darren Zagarola, CFP®, CPA, PFS; Howard Hook, CFP®, CPA, CAP®; and Howard Milove, CPA, PFS have been recognized as 2023 Five Star Wealth Managers! Awarded to wealth managers in San Diego who are selected as providing the highest level of client service.

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Weatherly is not aware of any facts that would call into question the validity of the award or the appropriateness of advertising the award. Evaluation Criteria – Considered: 6. Five Star Wealth Manager Award. We are proud to announce that Harve Menkens has won 2021 Five Star Wealth Manager Award. To make the list, a company must demonstrate a pattern of technological, procedural, and organizational innovation. Five Star Professional's independent research team evaluates candidates from across major markets annually. This year, to emphasize long-term client satisfaction, we used a three-year growth rate instead of the one- and two-year growth rates we used in the past. Christine Pikutis-Musuneggi, CRPC®, CLTC, LACP is featured in the July 2020 Pittsburgh Magazine as a Five Star Wealth Manager.

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Business Courier's 2016 Innovation and Technology Awards, Outstanding Chief Technology Officer. Clients are encouraged to approach a search for an RIA firm the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. After the judges make their selections, a new Forty Under 40 class will be announced by the Business Courier in late summer. An independent panel of five community leaders selects women who exemplify personal career success, dynamic leadership qualities and the unique ability to serve as role models. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. Visit Perritt Capital Management, Inc. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Kyle Pohlman – Class 9 (2014). FARMINGTON, Conn. — Connecticut Wealth Management, LLC (CTWM) is proud to announce that 14 team members have received the 2022 Five Star Wealth Manager Award from Five Star Professional. Honorees will be chosen based on the quality of the nomination submitted, not the quantity of nominations. This advertisement opportunity was published in the June 13, 2016 southern California region of the Wall Street Journal circulation, and highlighted each advisor's certifications as well as Weatherly's comprehensive wealth management services. Investment Professionals. This information does not constitute a solicitation or offer to sell securities or investment advisory services.

Five Star Wealth Managers

Professionals recognized as award winners are published by Five Star Professional and its partners. Only organizations with $250 million or more in annual revenue may participate in the study (a company may also qualify if they are a subsidiary of a parent company with revenue of $250 million or more). Northern Kentucky Chamber's Next Generation Leader Award.

The reasons for these are as follows: - AUM signals experience managing money and client trust. Zagarola, Hook, and Milove will be formally recognized in the January issue of New Jersey Monthly magazine, as well as a special section of The Wall Street Journal in February. Annette Di Bello, CPA, CFP, Professional Corporation specific advice is prepared only within our contract agreements on a client-by-client basis. Factors taken into account include assets under management and client retention rates. The employee engagement survey also measures: - Employee Engagement: Productivity, retention, recruiting. Fee-based advisors that are also fiduciaries (more on this later). Firms that provide customized services. The C-Suite Award honors our region's leading chief executive officers, chief operating, information, marketing, and financial officers, board level leaders, and other C-level executives.

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