Attorneys Tim Nay and Garvin Reiter
are recipients of the 2011 and 2012 FIVE STAR WEALTH MANAGER overall satisfaction awards.
Well over half of the consumer responses in the Portland area indicated it is difficult to find a wealth manager they can trust and rely on. Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, financial planners, investment advisors, tax advisors, estate planning attorneys, etc.
The Selection Process
FIVE STAR Professional administered a survey, by mail and phone, to approximately 1 in 4 high-net-worth households (more than 59,000 households) and more than 5,000 registered financial service professionals within the Portland area.
On the surveys, recipients were asked to evaluate only wealth managers whom they know through personal experience and to evaluate them on nine criteria: Customer Service, Integrity, Knowledge/Expertise, Communication, Value for Fee Charged, Meeting with Financial Objectives, Post-Sale Service, Quality of Recommendations and Overall Satisfaction.
A Select Award
The resulting list of 2011 and 2012 FIVE STAR Wealth Managers are a select group, representing less than 4% of Wealth Managers in the Portland area.