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Our Philosophy: It’s About More Than Just Your Portfolio
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We begin with the best end in mind |
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We help clients define their goals and create a plan to reach them |
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We seek to provide a level of service unmatched elsewhere |
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Areas of Focus: Wealth Management Services |
Our aim is to make a positive difference in the lives of our clients and their families. It’s all about you — what is the vision for your ideal life, your “big picture,” and how can we help you get there? If you’re not clear about your destination, it’s probably time to get a handle on your plans and dreams for the future. Investing just to make money is not enough. We take time to work with you and develop a tailored strategic plan that supports your vision and then help you to implement that plan. Money is as money does.
If you’d like a second opinion or to talk further about our process, we look forward to helping you.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 1111-4781 12/11].
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Los Angeles area (includes Los Angeles county in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 35,300 wealth managers in the area. 1,019 award candidates in the Los Angeles area were considered for the award, of which 176 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Los Angeles Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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