2018 Five Star Professional
Tim Vanech and Luis Raposo were recognized as 2018 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the sixth year in a row Mr. Vanech has been recognized, and the fourth year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to be actively working as credentialed professionals in financial services for at least 5 years, have favorable regulatory and complaint history reviews, and must be accepting new clients. Among the 5 evaluation criteria, the researchers examined client retention rates, number of households served, and education and professional designations. The average one-year client retention rate of this year’s award winners is more than 96%.