Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8B in client assets*, has announced that three financial advisors from their Houston offices received the 2021 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 Texas Monthly to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “I am honored to work alongside our Houston-based 2021 Five Star Wealth Manager award recipients. They are always eager to provide clients with quality advice, and this honor proves their commitment to excellence and success.”
2021 Houston Five Star Wealth Manager award recipients are:
- Geoff Lancely, three-year winner (2019-2021)
- Lance Moreland, five-year winner (2013, 2018-2021)
- Larry Smith, six-year winner (2012, 2017-2021)
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. 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.
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.
Michelle Kaplan, Senior Communications Specialist, Wealth Enhancement Group
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $38.8B in client brokerage and advisory assets as of 7/31/21.
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.