Five Star Wealth Manager
I am pleased to announce that for the second year in a row (November 2010 and November 2011) Philadelphia magazine has named me a "Five Star Wealth Manager", placing me in the top 3% of wealth managers in the Philadelphia metropolitan area for overall client satisfaction.
The "Five Star" research team asked clients, peers, and industry experts if they had experience working with a wealth manager. Those that participated in the survey (more than 120,500 households and 9,000 financial services professionals in the Philadelphia area) provided the name of a wealth manager and rated that individual according to criteria such as integrity, value for fee charged, and quality of recommendations. The survey data was collected and scored, which resulted in a list that was subject to a rigorous regulatory and consumer complaint review. Those passing the review were named “2011 Philadelphia Five Star Wealth Managers”. (Please see the November 2011 edition of Philadelphia magazine for more information.)
I am honored to have received this award, as I have made a conscious effort for nearly 25 years in practice to treat my clients with the same concern and attention that I would wish to receive. I sincerely value your trust and confidence and thank those of you who voted for me!