MINNEAPOLIS (08/22/19)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $12.8 billion in client assets*, has announced that three financial advisors from their Houston office received the 2019 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 magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “It is a pleasure to announce the three Houston financial advisors who were selected to receive the 2019 Five Star Wealth Manager award. As our firm grows, it’s important that we continue to recognize individuals that show a dedication and commitment to providing their clients with simplified financial plans that help them work towards their goals for now and in the future.”
2019 Houston Five Star Wealth Manager award recipients are:
- Geoff Lanceley, 2019 winner
- Lance Moreland, two-year winner (2018 & 2019)
- Larry Smith, three-year winner (2017-2019)
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 2017/2018/2019 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.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services nationwide, with offices in Connecticut, Florida, Iowa, Illinois, Minnesota, New York, Pennsylvania, Texas and Wisconsin. Founded in 1997 and backed by Lightyear Capital, LLC, a private equity firm specializing in financial services investing, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
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.