Grow, Enrich and Protect the assets, dreams and lifestyles of those clients which we empower and partner with.
With Excellence, Responsibility and Compassion, we deliver thoughtful Financial Planning and Wealth Management, with critical objective thinking in an objective client first environment.
We understand the confusing maze of financial information the public is exposed to, and through planning, education and guidance, promise to guide clients with objectivity, structure and a coordinated holistic approach. We specialize in fiduciary obligations to select individuals, families, trusts, foundations and business. We increase our clients confidence and peace of mind in there financial affairs.
- Financial Objectivity
- Wealth Preservation and Transfer
- Structure and Coordination
Specialties and Interests
- Wealth Management
- Business Owners
- Estate Planning & Philanthropy
To read more about Five Star Professional's methodology for determining winners,
Five Star Professional identified pre-qualified award candidates based on industry data, and contacted all identified broker-dealers, registered investment advisers, and FINRA and SEC registered professionals in the Midwest region 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. 4,930 award candidates in the Midwest region were considered for the award, of which 64 were named to the final list of 2014 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.
• 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