Wealth Enhancement Group has announced that five financial advisors from their Darien, CT office received the 2022 Five Star Wealth Manager award.*
Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with Connecticut Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “Congratulations to all of our 2022 Five Star Wealth Manager award recipients in Connecticut. These experienced advisors consistently demonstrate commitment to providing their clients with comprehensive expertise and excellent service.”
2022 Connecticut Five Star Wealth Manager award recipients are:
- David Himmelreich, five-year winner (2018-2022)
- Lane Marmon, two-year winner (2021-2022)
- Steven Mondolino, two-year winner (2021-2022)
- Paul Papapostolou, six-year winner (2017-2022)
- Gerard Zopfi, Jr., six-year winner (2017-2022)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include industry credentials, experience and assets under management, number of households served, among other factors. While 2,950 award candidates in the Connecticut area were considered for the Five Star Wealth Manager award, only 10% of the award candidates were named 2022 Five Star Wealth Managers.
This award was issued on November 1, 2022 by Five Star Professional for the time period of February 28, 2022 through September 2, 2022. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Joanna Ehresman, SVP, Corporate Communications & Advisor Enablement
jehresman@wealthenhancement.com
* Awarded 11/01/22 for the period of 2/28/22 - 9/02/22. Awarded 11/01/21 for the period of 2/15/21 - 11/01/21. Awarded 11/01/20 for the period of 8/01/20 - 11/01/20. Awarded 11/01/19 for the period of 2/18/19 - 11/01/19. Awarded 11/01/18 for the period of 2/15/18 - 11/01/18. Awarded 11/01/17 for the period of 2/15/17 - 11/01/17.