We have exciting news… our very own Samuel Tenney, CFP®, AIF®, has won the 2018 Five Star Wealth Manager Award for the Denver area!
WHO IS FIVE STAR PROFESSIONAL? Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional that other consumers say provides exceptional client satisfaction and service.They join forces with city and regional magazines to publish their research to consumers and promote Five Star-designated professionals in more than 45 cities across the United States.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
Five Star Professional:
- Conducts comprehensive research
- Recognizes service professionals
- Partners with leading city/regional magazines
- Helps award winners gain the recognition they deserve
(you can see more details on the criteria HERE).
Sam will be recognized in the November issue of the 5280: The Denver Magazine and ColoradoBiz magazine as an outstanding Denver-area wealth managers. Sam will also be featured in the Wall Street Journal in early 2019.
It is a great honor, and we are extremely proud of Sam and his dedication to excellence for our clients.
YouTube Video on Sam and the award: https://lnkd.in/g8tug5M
Online Profile: https://fivestarprofessional.com/Spotlights/30112?access=039d6226f4f4e81180f0bc764e103828