Broker Check

Five Star Wealth Managers

* "Texas Monthly and Five Star Professionals partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.  Among many distinguishing attributes, the average one-year client retention rate for this year's award winners is more than 96%...  This group represents less than 3% of wealth managers in the Houston region". The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity.