DALLAS -- Five Star Professional has included all five of Atlas Wealth Advisors’ Dallas-based financial consultants in its 2015 Dallas/Fort Worth area Five Star Wealth Managers class. It was the second consecutive year that the five advisors were recognized with the award.
Five Star Professional recognizes a select group of Dallas/Fort Worth area wealth managers who provide quality services to their clients. Five Star Professional teamed with Texas Monthly magazine to feature the recipients in a special section of its August edition.
The five Atlas Wealth Advisors chosen are Philip Athey, Scott Hammel, Adam Keller, James Marsden and Kyle Walters.
“The fact that our advisors are repeat recipients of this recognition validates their quality,” said Kyle Walters, managing director at AWA. “This shows the value of our emphasis on customer care and a focus on lifelong learning for our advisors.”
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous research methodology. It incorporates input from peers and wealth management firm leaders, along with client retention rates, industry experience and a regulatory history review.
The research behind the award is extensive with each wealth manager being thoroughly vetted from numerous angles, a Five Star spokesman said.
Also weighing in with kudos for the award was AWA’s sixth advisor, David Droppo, based in Chapel Hill, N.C.
“I’m glad to see my Texas counterparts maintaining a high level of service,” Droppo said. “And I’m excited about extending that same level of care to the client base we develop here in North Carolina.”
AWA is a fee-based wealth management company whose goal is to build a lasting relationship and tailor a financial plan based on the client’s long-term objectives. AWA has partnered with WFG Investments, Inc., as its broker-dealer.
Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. They are evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self-nominations are not accepted and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. Detailed information on the Five Star Wealth Manager research methodology can be found at www.fivestarprofessional.com.
More information on Atlas Wealth Advisors can be found at www.atlaswealthadvisors.com.
FOR MORE INFORMATION OR INTERVIEWS:
Atlas Wealth Advisors: Kyle Walters – Phone: 214-276-5619; Email: kwalters@atlaswa.co
DISCLAIMER: Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. 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 Five Star Professional or Texas Monthly. 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 Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.