"Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do... it is a matter of managing your money properly."
- Noel Whittaker
Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit www.fivestarprofessional.com.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
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The Benefits of a Fiduciary Perspective:
All Per Stirling financial planning and consulting services are offered through Per Stirling Capital Management, LLC, which is a Registered Investment Advisor (an RIA).
We believe that this is very important from a variety of perspectives. Key amongst them is the fact that Registered Investment Advisors serve as fiduciaries to their clients. Fiduciary status holds our advisors to the highest level of client care, which is specifically to always act in the best interest of the client.
This is a much higher standard of client care than that which is found in many of the more traditional Wall Street firms, which are only required to meet standards of suitability.
We consider this difference between fiduciary and non-fiduciary standards to be of critical importance, and we encourage you to discuss this issue in greater detail with your Per Stirling advisor.
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