The Virtus Group
SPECIAL ADVERTISING SECTION
The Virtus Group
Left to right : Five-year winner James S . Cruise , CFP ®, CAIA , CPFA ; Thirteen-year winner Mark S . Cruise , MBA , ChFC ®, CLU ®, CPFA
LPL Financial • 10 Memorial Boulevard , Suite 903 • Providence , RI 02903 Office : 401-223-0500 • info @ virtusgrp . com • www . virtusgrp . com
At The Virtus Group , we strive to be our clients ’ most trusted advisors through hard work , integrity and the highest level of client service . Our company ’ s philosophy is based on the principle that comprehensive understanding and two-way discussions of our clients ’ current financial situations empower clients to confidently move forward with future financial decisions . We have over 61 years of combined experience in the investment industry .
Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ®, Certified finanCial Planner™ , and the CFP ® mark ( with plaque design ) in the U . S . Securities and Advisory Services offered through LPL Financial , a Registered Investment Advisor . Member FINRA / SIPC .
This award was issued on 12 / 01 / 2023 by Five Star Professional ( FSP ) for the time period 02 / 13 / 2023 through 08 / 31 / 2023 . Fee paid for use of marketing materials . Island-area wealth managers were considered for the award ; 120 ( 17 % of candidates ) were named 2024 Five Star Wealth Managers . The following prior year statistics 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2012 : 624 , 151 , 24 %, 11 / 1 / 21 , 2 / 8 / 21 - 9 / 10 / 21 ; 2020 : 614 , 132 , 21 %, 11 / 1 / 20 , 3 / 2 / 20 - 9 / 25 / 20 ; 2019 : 568 , 131 , 23 %, 11 / 1 / 19 , 10 / 4 / 16 ; 2015 : 637 , 194 , 30 %, 12 / 1 / 15 , 5 / 6 / 15 - 9 / 30 / 15 ; 2014 : 677 , 204 , 30 %, 11 / 1 / 14 , 5 / 6 / 13 - 9 / 30 / 13 ; 2013 : 553 , 185 , 33 %, 10 / 1 / 13 , 5 / 6 / 12 - 9 / 30 / 12 ; 2012 :
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers . The award is based on 10 objective criteria . Eligibility criteria – required : 1 . Credentialed as a registered investment adviser ( RIA ) or a manager has not ; A . Been subject to a regulatory action that resulted in a license being suspended or revoked , or payment of a fine ; B . Had more than a total of three settled or pending complaints filed against them and / or a total of five settled , registered through FSP ’ s consumer complaint process ; feedback may not be representative of any one client ’ s experience ; C . Individually contributed to a financial settlement of a customer complaint ; D . Filed for personal bankruptcy within One-year client retention rate ; 7 . Five-year client retention rate ; 8 . Non-institutional discretionary and / or non-discretionary client assets administered ; 9 . Number of client households served ; 10 . Education and professional designations . FSP 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 FSP or this publication . Working with a Five Star Wealth Manager or any wealth manager
FS-2 — LEARN MORE AT FIVESTARPROFESSIONAL . COM