Five Star Wealth Managers 2012

We surveyed consumers, financial service professionals and Pittsburgh Magazine subscribers to find wealth managers in the Pittsburgh area who scored highest in overall satisfaction.




Five Star Professional relied on one of three sources — firm nomination, peer nomination and pre-qualification based on industry standing — to identify award candidates. Award candidates were evaluated against 10 objective criteria. The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than seven percent of the wealth managers in the area.

Click here for a full list of Five Star Wealth Managers

*

As with any research or recognition program, it is important that we provide you the following declarations:

• The 2012 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 client’s experience.
• 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 Pittsburgh magazine.
• 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 50 percent of the wealth managers in the market have a statistically valid score.

For more information on the FIVE STAR Award and the research/selection methodology, go to: fivestarprofessional.com/wmresearch.

Hot Reads

Review: One Thirty One East

Review: One Thirty One East

Located in the southwest suburban community of Carnegie, One Thirty One East embodies the area’s renaissance.
Grow. Cook. Drink.: Maggie Meskey of Butcher and the Rye

Grow. Cook. Drink.: Maggie Meskey of Butcher and the Rye

The charismatic Maggie Meskey had tended bar for years before landing her gig at downtown bourbon haven Butcher and the Rye.
12 Hot New Restaurants

12 Hot New Restaurants

A diverse crop of eateries caught our attention this year, so we’re highlighting some of our favorites.
Why Things Get Squirrely Near the Tunnels

Why Things Get Squirrely Near the Tunnels

PittGirl doesn't know why we say "warsh" — but she has figured out why we 'Burghers hit the brakes at the sight of the Squirrel Hill Tunnel.

The 412

Gear Up for Month of Mud's Final Bike Race of 2014

Gear Up for Month of Mud's Final Bike Race of 2014

The homegrown race series wraps up on Sunday at Ohiopyle State Park.
Local Developer Creates Pittsburghese Plugin for Google Chrome

Local Developer Creates Pittsburghese Plugin for Google Chrome

Have a little fun as you search the Web.
Pittsburgher Ali Spagnola Releases an App Version of Her 'Power Hour' Album

Pittsburgher Ali Spagnola Releases an App Version of Her 'Power Hour' Album

The creator of the app — which takes any playlist on your smartphone or tablet and plays it in one-minute pieces — reminds users to please drink responsibly.
NPR Blog Team Tries, Critiques Primanti Bros. Sandwich

NPR Blog Team Tries, Critiques Primanti Bros. Sandwich

The group behind the station's Sandwich Monday blog series orders the iconic sandwich and writes a review.

Hot Reads

Review: One Thirty One East

Review: One Thirty One East

Located in the southwest suburban community of Carnegie, One Thirty One East embodies the area’s renaissance.
Grow. Cook. Drink.: Maggie Meskey of Butcher and the Rye

Grow. Cook. Drink.: Maggie Meskey of Butcher and the Rye

The charismatic Maggie Meskey had tended bar for years before landing her gig at downtown bourbon haven Butcher and the Rye.
13 Bartenders You Should Know

13 Bartenders You Should Know

Get acquainted with this group of charming bar professionals working in various establishments around the city.
12 Hot New Restaurants

12 Hot New Restaurants

A diverse crop of eateries caught our attention this year, so we’re highlighting some of our favorites.
Why Things Get Squirrely Near the Tunnels

Why Things Get Squirrely Near the Tunnels

PittGirl doesn't know why we say "warsh" — but she has figured out why we 'Burghers hit the brakes at the sight of the Squirrel Hill Tunnel.
40 Under 40: 2014

40 Under 40: 2014

In their own ways, the 40 men and women we introduce here show us daily how we can ensure that Pittsburgh is deserving of its Most Livable City title.