Lou Melone, CFP® has been named a
Five Star Wealth Manager for the 13th consecutive year and
Branden Carney, CFP® has been named
a Five Star Wealth Manager for 2024 after winning in 2023.
AUBURN
HILLS, Mich., May 23, 2024
/PRNewswire-PRWeb/ -- Melone Private Wealth Financial Planners
Named Five Star Wealth Managers in 2024
Lou Melone,
CFP® commented, "Our commitment to our clients is to provide the
highest fiduciary standard of financial planning and we are proud
that Five Star has recognized us for this award."
Lou Melone, CFP® has been named a
Five Star Wealth Manager for the 13th consecutive year and
Branden Carney, CFP® has been named
a Five Star Wealth Manager for 2024 after winning in 2023.
To receive the Five Star Wealth Manager award, a wealth manager
must satisfy ten objective eligibility and evaluation criteria that
are associated with wealth managers who provide quality services to
their clients. Factors considered include assets under management
and client retention rate. Candidates also undergo a thorough
regulatory and complaint review.
The Five Star Wealth Manager award program is based on a
rigorous, multifaceted research methodology, which incorporates
input from peers and firm leaders along with client retention
rates, industry experience and a thorough regulatory history
review.
Lou Melone, CFP® commented, "Our
commitment to our clients is to provide the highest fiduciary
standard of financial planning and we are proud that Five Star has
recognized us for this award."
It is important to note that potentially thousands of advisors
are considered for the award and historically less than 20 percent
received the award in any one of 45 major markets. The award
process is conducted annually. Award winners cannot pay a fee to be
included in the research or the final list of award recipients.
In order to consider a broad population of high-quality wealth
managers, award candidates are identified by one of three sources:
firm nomination, peer nomination, or pre-qualification based on
industry standing. Self-nominations are not accepted.
Five Star's research objective is to recognize wealth management
professionals who show a commitment to clients, demonstrate strong
industry credentials, and are evaluated on the quality of their
current practice.
About Melone Private Wealth
Clients trust Melone Private Wealth's financial planners because
they provide peace of mind while protecting and growing their
wealth.
Financial planners at Melone Private Wealth provide
comprehensive financial planning strategies for higher net-worth
families to help protect, preserve, and grow their current levels
of wealth and plan for retirement.
The team at Melone Private Wealth is focused on helping answer
two critical questions, which most investors desire: Do you know
exactly how much money it is going to take for you to retire? Do
you know how much money it is going to take to remain comfortably
retired? For more information, please visit:
https://www.meloneprivatewealth.com/
About Five Star Professional
Five Star Professional conducts market research to define and
promote professional excellence in the professions we serve. The
Five Star designation assists consumers in selecting a service
professional that other consumers have indicated exceptional client
satisfaction and service. The rating is not indicative of the
wealth manager's future performance. Five Star Professional joins
forces with city and regional magazines to make the research
results available to consumers and promote Five Star-designated
professionals in more than 45 markets across the United States. Five Star Professional was
founded in 2003 and is based in Egan, Minnesota. Visit
https://fivestarprofessional.com to learn more.
Media Contact
Vito Curcuru, Melone Private
Wealth, 5862154270, vito@consultvito.com,
https://www.meloneprivatewealth.com/
View original content to download
multimedia:https://www.prweb.com/releases/melone-private-wealth-financial-planners-named-five-star-wealth-managers-in-2024-302153855.html
SOURCE Melone Private Wealth