We are grateful for this recognition as we strive daily for innovative, purposeful and sustainable approaches to financial planning reflecting our community.
– Susan Cevette
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2020, 2021 and 2022 Five Star Wealth Managers.