Philadelphia Magazine names CPAIS to its elite "2009 FIVE STAR Wealth Managers" list
We are proud to share the news that we were named by Philadelphia Magazine to its "2009 FIVE STAR Wealth Managers" list for being one of the best personal wealth managers in the Philadelphia area.
As Philadelphia Magazine wrote in its November 2009 issue, "With more than 15,000 wealth managers in the Philadelphia area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service?" In partnership with an independent research firm, the magazine looked to identify which wealth managers successfully satisfied key client satisfaction criteria and overall scored highest in client satisfaction.
Philadelphia Magazine's list of 2009 FIVE STAR Wealth Managers is an elite group. These top scoring managers represent less than 4 percent of the wealth managers in the Philadelphia area.
CPAIS is honored to be recognized for its work in helping high-net-worth individuals, professionals, business owners and trustees prepare for and navigate times of financial transition. In particular, we are pleased to be recognized on the "2009 FIVE STAR Wealth Managers" list for the straightforward approach we take in helping clients achieve their financial goals and for the logical, understandable structure and process we employ for handling their financial planning issues and investments.
The methodology behind selecting Philadelphia Magazine's "2009 FIVE STAR Wealth Managers" may be of interest and is included in the reprint of the article. (Click here to see the article reprint.)
We are honored to be recognized among the top in our field for our role in helping clients achieve their wealth goals.
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Click here for the "2009 FIVE STAR Wealth Managers" online video Award Announcement.