To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 1,793 wealth managers in Western PA met the criteria and were considered for the award. 233 were selected as 2023 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the finalist list. The Five Star Award is not indicative of the wealth manager's future performance.
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