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.

Edit Module

Edit ModuleShow Tags

Hot Reads

Pittsburgh's Best Restaurants 2015

Pittsburgh's Best Restaurants 2015

Which 33 establishments did our independent Restaurant Review Panel include among its top picks this year? Find them here.
The Right Recipe: Spy Inside 5 Killer Kitchens

The Right Recipe: Spy Inside 5 Killer Kitchens

Executive chefs often are given much of the credit for their restaurants’ success, but that praise would be hard to bestow if each did not lead an outstanding kitchen brigade.
The Beginner's Garden: How to Easily Create a Summer Eden

The Beginner's Garden: How to Easily Create a Summer Eden

From ferns to forsythia, there are ample growth opportunities for creating a gorgeous, low-maintenance garden this year in your own backyard.
PittGirl Believes She is Totally Right about the Pittsburgh Left

PittGirl Believes She is Totally Right about the Pittsburgh Left

In this case, as in most others, it's better to give than take.
Edit ModuleShow Tags

The 412

Bow Wow: Pittsburgh Gets Props for Dog Parks

Bow Wow: Pittsburgh Gets Props for Dog Parks

The city earned a No. 1 ranking for giving our four-legged friends plenty of room to roam.
Idlewild Park Opening with New Ride

Idlewild Park Opening with New Ride

The park begins its 138th season this weekend.
Booze is Back: Voters End Prohibition in 2 Pittsburgh Suburbs

Booze is Back: Voters End Prohibition in 2 Pittsburgh Suburbs

Tuesday's vote overturns a more than 80-year-ban on liquor sales.
CMU Prof Explores Nature of Universe with Morgan Freeman

CMU Prof Explores Nature of Universe with Morgan Freeman

Jesse Schell, appearing on the Science Channel, takes a crack at a truly mind-bending question.
Edit ModuleShow Tags

Hot Reads

Pittsburgh's Best Restaurants 2015

Pittsburgh's Best Restaurants 2015

Which 33 establishments did our independent Restaurant Review Panel include among its top picks this year? Find them here.
The Right Recipe: Spy Inside 5 Killer Kitchens

The Right Recipe: Spy Inside 5 Killer Kitchens

Executive chefs often are given much of the credit for their restaurants’ success, but that praise would be hard to bestow if each did not lead an outstanding kitchen brigade.
The Beginner's Garden: How to Easily Create a Summer Eden

The Beginner's Garden: How to Easily Create a Summer Eden

From ferns to forsythia, there are ample growth opportunities for creating a gorgeous, low-maintenance garden this year in your own backyard.
PittGirl Believes She is Totally Right about the Pittsburgh Left

PittGirl Believes She is Totally Right about the Pittsburgh Left

In this case, as in most others, it's better to give than take.
On Par with Arnie, She is America's 'Queen of Golf'

On Par with Arnie, She is America's 'Queen of Golf'

The world of golf may have been slow to embrace women, but Sewickley amateur Carol Semple Thompson always has found her way into the club.
Last in the Water But First at the Finish Line

Last in the Water But First at the Finish Line

Penn State Behrend swimmer Mia Pietropola’s deafness may give her competitors an advantage at the starting blocks. She beats them anyway.
Edit ModuleShow Tags Edit Module