We're proud to announce that Tom Weber, CFP®, has once again been named a FIVE STAR Wealth Manager for overall client satisfaction. Read more about the selection process.
The 2018 FIVE STAR Wealth Manager 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 2018 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: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.