Recently, our founding partner, Daniel Catone, was awarded the Five Star Professional Award in Excellence for Wealth Managers.
The Five Star Award recognizes service professionals who provide quality services to their clients and is based on vigorous research and evaluation.
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 2016 Five Star Wealth Managers.
The full list of winner and further information about the Five Star Professional Award can be found at: