We're proud to announce that Tom Weber, CFP®, has once again been named a Five Star Wealth Manager Award winner.
The 2019 Five Star Wealth Manager Award winners list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients. The 2019 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
Everyone at APT Asset Management, LLC, congratulates Tom Weber for this singular achievement and for continuing to inspire all of us with his commitment to our clients.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 6,097 New Jersey area wealth managers were considered for the award; 477 (8 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.