Englewood, CO, November 17, 2015 – Wakefield Wealth Management is pleased to announce that our President and Chief Investment Officer, G. Todd Gervasini, has, for the seventh year in a row, been named a FIVE STAR Wealth Manager by 5280 and ColoradoBiz magazines in Denver, CO. This award was given to approximately 18% percent of the financial professionals in the Denver market area and is based on research conducted by Five Star Professional.
FIVE STAR Wealth Manager Award: The Five Star program is the largest and most widely published wealth manager award program in North America. Wealth managers, including financial planners and advisors, CPAs and estate planning attorneys, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Award candidates are evaluated against the following 10 objective criteria: 1) Credentialed as an investment advisory representative or a registered investment advisor 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years, 3) Favorable regulatory and complaint history review, 4) Fulfilled their firm review based on internal firm standards, 5) Accepting new clients, 6) One‐year client retention rate, 7) Five‐year client retention rate, 8) Non‐institutional discretionary and/or non‐discretionary client assets administered, 9) Number of client households served, 10) Education and professional designations. The inclusion of a manager on the Five Star Weal Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, 5280 magazine or ColoradoBiz magazine. Five Star award winners do not pay a fee to be included in the research or the final list of award winners. The Five Star award may not be representative of any one client’s experience and is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. 3,008 award candidates in the Denver area were considered for the Five Star Wealth Manager award; 517 were named 2015 Five Star Wealth Managers.
Wakefield Wealth Management, LLLP is a boutique wealth management firm that offers guidance in a broad range of areas impacting our client’s financial well-being. Our goal is to create peace of mind through highly personalized, comprehensive customized financial solutions. Headquartered near Denver, Colorado, Wakefield is a 100% employee owned registered investment advisor managing separately managed accounts, primarily for high-net worth individuals, family offices, and institutions. Past performance, ratings and awards are not indicative of future investment results.