2010 FIVE STAR Wealth Manager

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I’d like to share the news that I have been named a FIVE STAR Wealth Manager for 2010. This elite group represents less than six percent of the wealth managers in the Milwaukee area. Crescendo Business Services, an independent market research company, asked more than 29,000 high net worth consumers in the Milwaukee area to evaluate their wealth managers. They also asked 2,000 area financial services professionals to evaluate wealth managers with whom they have worked. The final list was reviewed by a panel of local financial services industry experts.

The Swendson/Fey Team

On the surveys, recipients were asked to evaluate only wealth managers whom they know through personal experience and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. Both positive and negative evaluations were included in the scoring. Only wealth managers with at least five years of experience were considered.

The list has been published in the July 2010 issue of Milwaukee Magazine.

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