St. Louis, MO (PRWEB) March 7, 2010
With more than 10,000 wealth managers in the St. Louis area, the choice of the right professional can be among the most difficult of decisions for an individual to make.
“That is why selection as a FIVE STAR wealth manager is particularly gratifying. It is independent recognition from our clients and other financial professionals of their trust and confidence in us and the integrity with which we operate,” says Steven Spewak, principal attorney at Estate Plan Strategies, LLC, a St. Louis law firm concentrating its practice in estate planning.
For the third consecutive year, St. Louis Magazine formed a partnership with Crescendo Business Services, an independent research firm, to identify which wealth managers successfully satisfied key client satisfaction criteria and scored highest in overall client satisfaction.
Crescendo surveyed high net worth St. Louis area residents, magazine subscribers and financial services industry professionals. Survey recipients were asked to evaluate only wealth managers with whom they had personal experience and evaluate them based on criteria of customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction.
The resulting list of 2010 FIVE STAR Wealth Managers is an elite group, representing less than 5 percent of the wealth managers in the St. Louis area. Spewak was also recognized by the magazine as a FIVE STAR Wealth Manager in 2008.
Spewak and Estate Plan Strategies, LLC have developed a unique life long client relationship model to provide clients with peace of mind knowing what they work a lifetime to accumulate won’t be lost to the government and their wishes will be implemented.
Steven Spewak has practiced as an estate planning lawyer in the metropolitan St. Louis, Missouri, area for more that 25 years. He is a co-author of the authoritative book on estate planning, Love, Money, Control; Reinventing Estate Planning, published by Quantum Press, and a contributing author to the recently released book, Estate Planning Strategies, published by Wealth Builders Press, LLC. He maintains an AV Preeminent peer review rating from Martindale Hubbell.
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