Tim Vanech and Luis Raposo were recognized as 2020 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 8th year in a row Mr. Vanech has been recognized, and the 6th 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%.
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 firstname.lastname@example.org https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png email@example.com 09:22:292020-02-18 09:22:292020 Five Star Professional