Wealth Enhancement Group is pleased to announce that David Baker, a financial advisor in the Boston area, has been named a recipient of the 2023 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 Boston Magazine to honor these professionals and recognize their achievements.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “We are pleased to announce that David Baker has been named a 2023 Five Star Wealth Manager award winner. David is dedicated to creating long-lasting relationships with his clients and his enthusiasm to foster new relationships is unparalleled. He and all the professionals on the North American Management Team are well-deserving of this recognition.”

About the Research Process

Candidates for the award are judged on ten 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. While 3,923 award candidates in the Boston area were considered for the Five Star Wealth Manager award, only 15% of the award candidates were named 2023 Five Star Wealth Managers.

This award was issued on February 1, 2023 by Five Star Professional for the time period of May 23, 2022 through January 06, 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 the 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 49,000 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:

Hilary Miller

Director of Integrated Marketing

Hmiller@wealthenhancement.com