At RLP, we pride ourselves on providing innovative solutions and superior service to our clients and their other professionals. We are proud of what we have built, and excited for what lies ahead.
New York, NY (PRWEB) April 09, 2015
Jeremy Paul, JD, CFP®, AIF®, President and Managing Partner of RLP Wealth Advisors, was recently named a 2015 Five Star Wealth Manager for Service to Clients. The Five Star Wealth Manager award is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and service.
“It is an honor to have been chosen once again for this award. At RLP, we pride ourselves on providing innovative solutions and superior service to our clients and their other professionals” commented Jeremy. “We are proud of what we have built, and excited for what lies ahead.”
Nominations for this award are only available through clients, peers, or firms. A 10-step evaluation process is then completed, followed by a regulatory history review, and a consumer feedback assessment that is completed through independent surveys.
Wealth manager award candidates are identified through firm nominations, peer nominations, and industry qualifications. They are then evaluated on ten objective eligibility and evaluation criteria, including: client retention rates, clients assets administered, firm review, and a favorable regulatory and complaint history.
About RLP Wealth Advisors: With offices in NY, NJ, and Florida, RLP Wealth Advisors is an independent financial services firm specializing in providing comprehensive financial planning and wealth management solutions to individuals, families, fiduciaries, small businesses and corporations. Our mission is to provide innovative, diligent and prudent long-term stewardship to help ensure our clients fulfill their life goals.
Please note: the opinions of those who responded to the survey may not be representative of the experience of others who did not respond. The Five Star award is not based on investment performance nor is it an indication of future performance. Respondents were not paid to participate in the survey.
To learn more about RLP Wealth Advisors, please call (212) 573-0400 or visit http://www.rlpwealth.com.