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Financial Planner in Somersworth, NH named as Five Star Wealth Manager

Financial Planner in Somersworth, NH named as Five Star Wealth Manager

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Published by Dennis Tsakiris
http://GoWealthWise.com , Dennis J. Tsakiris, a Financial Planner in NH named as Five Star Wealth Manager , 603-749-0570

Wealthwise Financial Management, 305 Green Street, Somersworth, NH 03878
http://GoWealthWise.com , Dennis J. Tsakiris, a Financial Planner in NH named as Five Star Wealth Manager , 603-749-0570

Wealthwise Financial Management, 305 Green Street, Somersworth, NH 03878

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Published by: Dennis Tsakiris on Oct 04, 2011
Copyright:Traditional Copyright: All rights reserved

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10/10/2011

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SPECIAL ADVERTISINGSECTION
1
Ne
ve
ar
Wealth Managers
Five Star Professional partnered with
New
Hampshire Maga­
collected
and
scored, resulting
in the list of
2011
New
zine
to determine the wealth managers in the
New Hamp­
Hampshire FiveStarWealth Managers. The research methshire area
who
provide
exceptional service
and
overallodology allows no more than 7
percent
of wealth managsatisfaction. The Five Star Professionalresearchteam coners to
be
named
a FiveStarWealth Manager. This
year's
tacted clients, peers and industry experts
and
asked
if
they
winners
are listed
and
profiled
in
the follOWing pages.
hadexperience
working
with
awealth manager. Those
who
participated in the research provided
Don't listen
to
other people. Investigate
the name of a wealth manager
and
rated that individual according to
for yourself.
Be
wary
of
wealth managers
criteriasuch as integrity, value for
who
say
they
never had a
down
year:'
fee charged
and
quality of recommendations. The survey
data was
-Five Star
award
winner 
How
are FiveStarWealth Managers selected?
Research
FiveStarProfessional
surveyed
1 in 4 rugh-net-worth
households
(more
than
65,000households)
and
more
than3,500registered financial services professionals in the
New
Hampshire
area. Participants in the
survey
were
asked
to
evaluate
only those wealth
managers
they
know
through
personalexperience.
How
lnallY
wealth
mallagers receh'e the FiveStaraward?
The
final list of 2011
NewHampshire
FiveStarWealth
Managers
isa select
group
,
representing
les
than
3
percent
ofLicensed
wealthmanagers
in thearea.
Can
wealth
managers
pay
to be listed?
No
.Wealth
managers cannot pay
to be included in the research
or
on
the finallist. The
evaluation
process
and
the
results are
driven
by research
conducted
withclients, peers
and
industry
experts.
What
criteria do youevaluate?
The FiveStarWealth
Manager
research
surveys
focus
on
nine
criteria:
customer
service,integrity,
knowledge/expertise,communi­
cation, valuefor fee charged,meeting of financial objectives, post-saleservice,qualityofrecommendations
and
overall satisfaction.Wealth
managers
,broadly defined,
are
those
individuals
who
help
youmanage
your
financial
world
and/or
implement
aspects of
your
financialstrategies.
How
are the surveys scored?
Both positive
and
negativ~'
evaluatillns
ar
e
induded
i.n
the scoring.
Only
wealthmanagers withmore than
five
years
ofexperiencein the financial services
industry
are considered.Each
wealth manag
eris reviewedfor regulatory actions,
civiliud
icialactions
and
customer complaints
as
reported
byFINRA,theSEC,theState Boardof Accountancy
and
theState
Bar.
Thelist is reviewed by apanelof
industry
experts beforeit is finalized.Safeguards are builtintothe reviewprocess to
reduce
the ability to influence the final
li
st
on
the basis of
compan
yaffiliation.
FS
1-
Five
Star
award
information:
 
SPECIAL ADVERTISING SECTION
In aseparate
study about
broader
dynamicsbetween
wealthmanagers
and
their
clients,FiveStarProfes­ sional recently polled
wealth
managers
and
consum­
ers
about communication
preferences.Both
groups
said
that
connectingthree
to
four
timesa
year
is
the
rightcommunica­
tionsstrategy
but
expectationsare
not
aligned
in
all areas.Additionalre­search results
include
:29%
of
consumers want
to be
contacted
by
their
wealthmanagers
whenever
events
require
an
update;
only
7%
of
wealthmanagers say
theycontactclients
based
on
the impact
of events.• 
63%
of
consumers
saythey receive the right
amount
of
communication
from their
wealth
manager.
Fromresearch
conducted
by
Fi
ve
Star
Professional,
April
2011
.
Insights from Five Star Wealth Managers
Treat clients
as
if
they
are
part
of
your family. Respectpeople's savings and
how
hard
they work
for it:'
Wealth
will only
come
as
a result
of
living beneath
your
means. Saving even a
small
amount
every
month
can
grow
to something significant."
Theovera
ll
evaluation
score of a
wea
lth
mana
ger
refl
ec
ts
an
average ofallrespondents and maynot
Research
be representative of
anyone
client'sexperience.• TheFiveStar
award
is
notindicative ofthe
wea
lth
manager's
future performance.Wealthmanagers
mayor
maynotuse discretion intheirpractice
and
thereforemay
not
managetheirclients' assets.The inclusion of a wealth
manager
on the FiveStarWealth Manager list
should
notbe construedas
an
endorsement
ofthewealth
manager
byFiveStarProfessionalor
NewHnmpshire
Magazine.
Working
with
a Five Star Wealth Manager or any wealth
manager
is
no guaranteeastofuturein­ vestmentsuccess,nor
is
thereanyguaranteethat the selected wealthmana""ers
wilJ
be
awarded
this accomplishment by FiveStar Professional
i.n
the future.Theresearchprocess incorporates a statistically valid sample in
order
to identi
fy
the wealth man­agersinthelocal
marketwho
score highest in overallsatisfaction. Wealth
managers
are notin­
cluded
on
thelist unlesstheir score
is
statisticallyvalid.At least
50
%of the
wealth
managers inthe markethave a statistically valid score.Five Star Professional
is
not
an
advisory firm
and
thecontent ofthisarticle should not be consid­
ered
financial advice.For moreinformation
on
theFive
Star
awardand
the research/ selection methodology,goto:fivestarprofessional.com.
The Five Star
award
goes to wealth
managers
rated
highe
st in
overall
s
atisfaction
by
clients,
peersand
industry experts.
Wishful
thinking
is
notplanning.
If
you plan
for
the worst,
you
will
never be unpleasantlysurprised:'
Clients
don't
care
how
much you
knowuntil
they
knowhow
muchyou care."
Only
invest
in
some­thing that you under­stand:'
What matters
most
is 
how
yourecover from setbacks." 
-
FS
2

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