Each day I rely on my investment expertise and a wealth of successful business building experiences to help our clients fulfill their wealth planning dreams and goals
PENNS PARK, Pa. (PRWEB) February 15, 2018
Rick Welch, president and chief investment officer at Academy Wealth Advisers, is featured in a special section of the December issue of Philadelphia magazine as a 2017 Five Star Wealth Manager award winner.
Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Philadelphia magazine to get word out about award winners.
“I am truly honored to receive this recognition. To each of my valued clients I would like to express my deepest appreciation for the confidence you place in me each and every day. Without you, I would not be in the position to receive this important recognition amongst my peers. I see my role as more than just your advisor, but as a partner in achieving your retirement dreams,” said Rick Welch of Academy Wealth Advisers.
The 2017 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” stated Dan Zdon, CEO, Five Star Professional.
See Rick Welch’s Five Star online profile here!
“I founded Academy Wealth Advisers in 2011 with the intention of changing the investment management and financial planning experience. Fast forward to today, and we have become a trusted name when it comes to providing wealth management services to clients across the Mid-Atlantic region. We serve the needs of many different types of clients, including individuals, couples, families, businesses, trusts, private business owners and corporate executives,” said Rick. “Though I have over 20 years of investing and wealth management experience, my path to today is vastly different than the typical wealth advisor. Each day I rely on my investment expertise and a wealth of successful business building experiences to help our clients fulfill their wealth planning dreams and goals.”
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. 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 this publication. 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. 3,022 Philadelphia wealth managers were considered for the award; 437 (15 percent of candidates) were named 2017 Five Star Wealth Managers.
For research methodology information visit http://www.fivestarprofessional.com.