Wealth Enhancement Group, an independent wealth management firm that oversees approximately $13.6 billion in client assets*, has announced that three financial advisors from their Darien, CT office have been presented with the 2019 Five Star Wealth Manager award.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “These three advisors, all repeat award recipients, continue to display a genuine dedication to providing clients the best possible advice. It is a proud moment to announce these winners of the 2019 Five Star Wealth Manager award”.
2019 Connecticut Five Star Wealth Manager award recipients are:
- David Himmelreich, two-year winner (2018-2019)
- Gerard Zopfi, Jr., three-year winner (2017-2019)
- Paul Papapostolou, three-year winner (2017-2019)
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Connecticut Magazine to recognize these professionals and highlight their achievements.
About the Research Process
In order to be considered for the award, candidates must meet ten eligibility and evaluation criteria including industry credentials, experience and assets under management, number of households served, education and professional designations, among others. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, nor can they self-nominate. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has 27 offices nationwide located in Connecticut, Florida, Illinois, Iowa, Maryland, Minnesota, New Jersey, New York, Pennsylvania, Texas, Virginia and Wisconsin.
*as of 9/30/19
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.