Wealth Enhancement Group has announced that four financial advisors from its Houston offices received the 2023 Five Star Wealth Manager award. *
Five Star Professional conducts thorough research to help consumers select 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 United States. Five Star Professionals have joined forces with Texas Monthly to honor and recognize these professionals' achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "We are thrilled to announce that four of our advisors from our Houston offices have been named a Five Star Wealth Manager. This award reflects Geoff, David, Bradley, and Laura's dedication to their clients and their success. Congratulations!”
2023 Houston Five Star Wealth Manager award recipients are:
- Geoffrey Lanceley, five-year winner (2019 – 2023)
- David Hill, two-year winner (2022-2023)
- Bradley Baxter, one-year winner (2023)
- Laura Brantley, one-year winner (2023)
About the Research Process
Candidates for the award are judged on 10 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. This award was issued on 7/1/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 5/5/2023. 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 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 an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
This award was issued on 07/01/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 11/01/15 for the period of 4/15/15 - 10/16/15. Awarded 12/01/14 for the period of 4/15/14 - 10/16/14. Awarded 12/01/13 for the period of 4/15/13 - 10/16/13. Awarded 12/01/12 for the period of 4/15/12 - 10/16/12. Awarded 11/01/11 for the period of 4/15/11 - 10/16/11.
