We are thankful that we have been named a 2010 FIVE STAR Wealth Manager, which will be published in the November 2010 issue of Chicago Magazine. Unbeknownst to us, we had been recommended by one of our clients.
The process involves the independent firm QMI Research to administer a survey by mail and phone, to approximately 1 in 4 high-net-worth households and all identified FINRA registered representatives. Respondents are asked to name and evaluate up to three wealth managers. For the purposes of the research, wealth managers are those individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The services offered by wealth managers include business planning, estate planning, financial planning, insurance, investments, taxation, and trust services.
After a thorough review of criteria ranging from Customer Service, Integrity, Knowledge/ Expertise, with adjustments to reflect inputs from peers, regulatory compliance reviews and Blue Ribbon Panel reviews, the field is narrowed to no more than 7% of the wealth managers in Chicago. The award is given to those who scored highest overall in satisfaction.
We appreciate being considered and are humbled with being selected.