Wealth Enhancement Group has announced that a financial advisor from its Boston offices received the 2024 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. Five Star Professional joins forces with Boston Magazine to honor these professionals and recognize their achievements.
2024 Boston Five Star Wealth Manager Award Recipients Are:
About the Research Process
Candidates for the award are judged on 10 eligibility and evaluation criteria associated with providing quality services to clients. These criteria include industry credentials, experience, assets under management, and the number of households served, among other factors.
This award was issued on 2/1/24 by Five Star Professional for the period 4/10/23 through 10/31/23. 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 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 55,000 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:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
This award was issued on 02/01/2024 by Five Star Professional (FSP) for the period 04/10/2023 through 10/31/2023. 2023, 2/1/23, 5/23/22 - 1/6/23;
