For the second consecutive year, we were selected to be on the list of Denver’s Five Star Wealth Managers. Five Star Professional partners with 5280 magazine and ColoradoBiz magazine to determine wealth managers in the Denver area who provide exceptional service and overall client satisfaction. The list is constructed from the results of surveys of more than 73,000 households and more than 8,500 financial services professionals. A further review of client complaints, regulatory history and civil actions and final review by a panel of experts culls the list to about 4% of Denver’s wealth managers.
Full details of the selection process and the complete list of wealth managers appeared in the November issue of 5280 magazine.