2021 Five Star Wealth Manager Awards

Daintree Advisors is pleased to announce that Sam Afari-AikinsBarbara Attardo, Lauren DesforgeAlex GrossMary Shahian, and William Speciale have been named recipients of the 2021 Five Star Wealth Manager award as featured in Boston Magazine. 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. Each award candidate undergoes a thorough research process before being considered for the final list of award winners. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Wealth Managers do not pay a fee to be considered or placed on the final list of the 2021 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.

For more information on the research and selection methodology go to http://www.fivestarprofessional.com/.

Posted: March 25, 2021 | In: In the News