Derek N. Eichenwald of Triumph Capital, LLC Honored With the 2015 Five Star Wealth Manager Award

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Derek N. Eichenwald accomplishes what only a small percentage of wealth managers in the Denver area have achieved.

Derek Eichenwald

I am pleased, honored and humbled to receive this prestigious award. Many factors play a role in an individual’s or a firm’s success, and I am grateful to have been surrounded by wonderful people, personally and professionally.

Five Star Professional is pleased to announce Derek N. Eichenwald, Triumph Capital, LLC, has been chosen as one of Denver’s Five Star Wealth Managers for 2015.

Five Star Professional partnered with 5280 magazine and ColoradoBiz magazine to recognize a select group of Denver-area wealth managers who provide quality services to their clients. Derek N. Eichenwald will be featured, along with other award winners, in a special section of the November issues.

“I am pleased, honored and humbled to receive this prestigious award. Many factors play a role in an individual’s or a firm’s success, and I am grateful to have been surrounded by wonderful people, personally and professionally,” says Derek.

“Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals,” says Derek. “Our staff consists of experienced professionals with a ‘hands-on’ approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients.”

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders.

“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.

Derek N. Eichenwald’s Five Star award profile can be viewed here.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (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*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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 awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 3,008 Denver wealth managers were considered for the award; 517 (18 percent of candidates) were named Five Star Wealth Managers.

*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

For research methodology information visit

Triumph Capital, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA and SIPC. Advisory services offered through Triumph Capital Management, a registered investment advisor.

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Five Star Professional Representative

Brandon C. Drespling

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