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Independent, Objective and Unbiased Advice
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Earthquakes, hurricanes and record snow fall. 2011 has proved to be quite a year. Chances are, your home is still standing with minimal to no damage. With proper architectural plans and a solid foundation, homes are designed to sustain such stress.
At Signature Capital Wealth Management of Wells Fargo Advisors, our mission is to assess our clients’ needs and goals to create a solid plan and stable foundation that will withstand the “hurricanes” and “seismic activity” that are an inherent part of life and the financial markets.
With more than 150 years of industry experience and more than $850 million in clients’ assets combined, we have experience in doing just that.
We are proud of our work. We are proud of the honors we have received. We are proud of the relationships we have with our clients. Contact us today for more information.
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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 0911-4388 09/27/2011]. Investment and Insurance Products:
| NOT FDIC-Insured | NO Bank Guarantee | May Lose Value |
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 120,500 consumers) and registered financial services representatives (over 9,000 financial services professionals) to evaluate the approximately 20,500 wealth managers in the Philadelphia area (includes the state of Pennsylvania; Camden, Burlington, and Gloucester counties in the state of New Jersey; and New Castle County in the state of Delaware). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Philadelphia area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• 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 Philadelphia magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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