SPECIAL ADVERTISING SECTION WEALTH MANAGERS
Daniel A . Gamm • Greg Silva
Left to right : 2013 – 2024 winner Daniel A . Gamm , President , CRPC ®, Private Wealth Advisor ; 2014 – 2024 winner Greg Silva , Senior Vice President , CFA , Financial Advisor
Dan Gamm and Greg Silva started as financial advisors over 20 years ago and have always run their practice with their clients in mind , utilizing a team approach that prides itself on excellent customer service . Here at TW Financial , we strive to provide a comfortable , relaxed atmosphere that allows guests to be at ease , while delivering high-quality service and building life-long relationships . Both Greg and Dan have extensive experience working with executives and high net worth individuals . Dan is a 2013 – 2024 Five Star Wealth Manager . Greg is a 2014 – 2024 Five Star Wealth Manager .
FIVE STAR WEALTH MANAGER AWARD WINNER
Comprehensive Financial Planning and Investment Management
• Full service , independent financial planning practice
• Personalized financial advice and wealth management
888 Reservoir Avenue • Cranston , RI 02910 Phone : 401-681-4999 daniel . a . gamm @ ampf . com • greg . silva @ ampf . com www . ameripriseadvisors . com / team / tw-financial-group
TW Financial Group , A private wealth advisory practice of Ameriprise Financial Services , LLC
Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success . Investment advisor products and services are made available throuah Ameriprise Financial Services . LLC . a registered investment adviser . Ameriprise Financial Services , LLC . Member FINRA and SIPC .
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Karen J . Bacon
CERTIFIED FINANCIAL PLANNER™ , CLTC ®, MBA
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Steven P . Hagopian Financial Advisor , CRPC ®, CLTC ® |
70 Jefferson Boulevard Warwick , RI 02888 Office : 401-941-1500 Karen @ DivRes . com www . DivRes . com
1000 Chapel View Boulevard , Suite 250 Cranston , RI 02920 Office : 401-383-4003 steven . p . hagopian @ ampf . com ameripriseadvisors . com / steven . p . hagopian
13
YEAR WINNER
Simplify Your Financial Life
12
YEAR WINNER
Understanding Your Goals and Dreams
• Advice in creating , conserving and transferring personal wealth
• Retirement and income planning
• Risk management regarding death , disability and long-term care
Diversified Resources , LLC is an SEC Registered Investment Advisor and independent broker dealer located in Warwick , Rhode Island . We provide comprehensive financial planning advice while remaining independent of any financial companies . Our independence allows us to provide completely unbiased advice and truly advocate for our clients .
Member FINRA / SIPC .
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 .
FIVE STAR WEALTH MANAGER AWARD WINNER
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected . When you work with me , you receive one-on-one financial advice based on your goals and needs , personalized recommendations and regular meetings for a diversified portfolio and anytime access to your investments and digital tools to help you stay on track . I am a 2013 – 2024 Five Star Wealth Manager award winner .
Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success . Ameriprise Financial Services , LLC . Member FINRA and SIPC .
FIVE STAR WEALTH MANAGER AWARD WINNER
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 . Selfwealth managers were considered for the award ; 120 ( 17 % of candidates ) were named 2024 Five Star Wealth Managers . The following prior year statistics use this format : - 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 , 2 / 25 / 19 - 10 / 7 / 19 ; 2018 : 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 : 287 , 111 , 39 %, 11 / 1 / 12 , 5 / 6 / 11
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 the 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 does not 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 is no guarantee
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