Press Releases

Press Release

 

3.29.10

Monte Zwang is among just 7% of the wealth managers in the Seattle area to be chosen by their clients and financial services industry professionals as a 2010 FIVE STAR Wealth Manager SM.

5 star wealth managers

Crescendo Business Services (Crescendo) surveyed, by mail and phone more than 130,000 high-networth residents in the Seattle area and subscribers of Seattle magazine. An additional 8,150 surveys were sent to financial professionals in the Seattle area. On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-saleservice, quality of recommendations and overall satisfaction.

Both positive and negative evaluations were incorporated into the scoring. Only wealth managers with five years of experience in the financial services industry were considered.

Before finalizing the list, wealth managers were reviewed by a blue ribbon panel. The blue ribbon
panel was comprised of knowledgeable individuals from within the financial services industry. The resulting list of 2010 FIVE STAR Wealth Managers is an elite group, representing less than 7% of the over 11,000 wealth managers in the Seattle area.

Research Declarations:


As with any research or recognition program, it is important that we provide you the following declarations: The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one evaluation. 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 clients’ 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 Crescendo Business Services, or the magazine partner. 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 Crescendo in the future. The research process for the FIVE STAR Wealth Manager Program, managed by QMI Research incorporates a statistically valid sample in order to identify the wealth managers in the local market that score highest in overall satisfaction. QMI Research does not include wealth managers on the list unless their score is statistically valid. At least fifty percent of the wealth managers in the market have a statistically valid score.


Terms of Use Agreement:

 

No advertising, promotional use, modification, distribution, or republication of information contained in this FIVE STAR Award press release can be made without the express prior written consent of Crescendo Business Services. Written consent is non-transferable to other FIVE STAR Award press releases. Crescendo reserves the right to change the terms of this Agreement without notice.