Shane Austin and Lisa Taranto Schiffer Named 2013 Five Star Wealth Managers by Five Star Professionals
Atlanta, Georgia (PRWEB) July 16, 2013 -- HA&W Wealth Management, LLC, the wealth management subsidiary of Habif, Arogeti & Wynne, LLP (HA&W), announced today that Senior Wealth Advisors Shane Austin, ChFC, CFS and Lisa Taranto Schiffer, ChFC have been named Five Star Wealth Managers.
Being named a Five Star Wealth Manager is an honor achieved by only a select few in the Atlanta market. In fact, Five Star Wealth Managers represented fewer than four percent of wealth advisors in Atlanta in 2012. The recognition represents superior customer service to clients.
Candidates are recognized through firm nominations, peer nominations or pre-qualification based on industry standing. Shane and Lisa have each been recognized in the past as Five Star Wealth Advisors.
“Each of HA&W Wealth Management’s Senior Wealth Advisors adhere to a higher standard to offer clients high-quality service and comprehensive advice,” said Richard Kopelman, CEO and Managing Partner of HA&W. “Lisa and Shane have taken their service to the next level, providing clients with clear, actionable advice that can enable their future success.”
Lisa and her business partner, Chris Wynne, have served clients as an integrated financial planning team for more than 20 years. The team specializes in providing wealth management for women who manage the family finances, many of whom are divorced or widowed, and extends to small business owners and physicians.
Shane’s practice serves a broad range of clients, focusing on the complex financial needs of business owners and professionals. He has been working with clients in the areas of financial planning and wealth management for more than 20 years. He builds long-term relationships with his clients and helps them develop a comprehensive plan to achieve their personal and family goals. Shane brings together his Firm’s resources with those of the client’s existing advisors in a coordinated effort to help clients realize their life goals.
About HA&W Wealth Management, LLC:
You want to enjoy and prepare to transfer the wealth you’ve worked hard to create. HA&W Wealth Management, LLC is your personal CFO providing you with the personal service, accountability and accessibility in the management of your wealth that you seek. When partnering with HA&W Wealth Management you will work with experienced professionals that will provide you with the holistic financial solutions and comprehensive financial support you need.
We work with you to grow and protect the wealth that you’ve accumulated over decades and is meant to endure for generations. HA&W Wealth Managers adhere to a higher standard and work as a team to achieve your financial goals.
Your HA&W Wealth Management advisor is supported by experts in the full complement of financial services required to address the many complex aspects of planning and executing an appropriate financial strategy for you.
HA&W Wealth Management, LLC was founded in 1999 as a subsidiary of the public accounting firm, Habif, Arogeti & Wynne, LLP, to provide holistic financial solutions to individuals in the Southeast. In creating a wealth management division, HA&W was charting a new course as one of Atlanta’s first CPA firms to provide wealth management services for its clients.
*Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Atlanta area (includes Barton, Carroll, Cherokee, Clarke, Clayton, Cobb, Coweta, DeKalb, Douglas, Fayette, Floyd, Forsyth, Fulton, Gwinnett, Hall, Henry, Jackson, Newton, Rockdale and Walton counties in the state of Georgia) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 18,400 wealth managers in the area. 2,660 award candidates in the Atlanta area were considered for the award, of which 607 were named 2012 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta magazine.
- 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 by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
Jean Avent, Habif, Arogeti & Wynne, LLP, 770-862-7978, [email protected]
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