Awarded 8/11/26 for the period 3/31/25-3/31/26.
Awarded 4/7/26 for the period 6/30/24-6/30/25.
2026: Awarded 12/1/25 for the period 2/12/25- 8/1/25.
Awarded 8/6/25 for the period 3/31/24-3/31/25.
Awarded 6/16/25 for the period ending 12/31/24
Awarded 5/12/25 for the ranking year 2025.
Awarded 12/1/24 for the time period 2/13/24-8/30/24.
Award criteria 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 2023 FIVE STAR Wealth Managers. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.
2023: Awarded 12/1/22 for the period 3/28/22-9/23/22.
Award criteria 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 the 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/01/21.
Award criteria 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 the 2021 FIVE STAR Wealth Managers. Awarded 12/01/20 for the period of 3/30/20 - 10/09/20.
2017: Awarded 11/1/16 for the period 2/25/16-10/24/16.
2016: Awarded 11/1/15 for the period 5/22/15-10/16/15.
2015: Awarded 12/1/14 for the period 5/22/14-10/16/14.
2014: Awarded 12/1/13 for the period 5/22/13-10/16/13.
2013: Awarded 12/1/12 for the period 5/22/12-10/16/12.
2012: Awarded 11/1/11 for the period 5/22/11-10/16/11.