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Research

DISCLOSURES
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star
Wealth Managers.
• The Five Star award is not indicative of the wealth manager’s future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage
their clients’ 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 Five Star Professional or Palm Springs Life.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future
investment success, nor is there any guarantee that the selected wealth managers will be
awarded this accomplishment by Five Star Professional in the future.
• Five Star Professional is not an advisory firm, and the content of this article should not be
considered financial advice. For more information on the Five Star award and the research/
selection methodology, go to www.fivestarprofessional.com.
• 266 award candidates in the Palm Springs area were considered for the Five Star Wealth
Manager award. 44 (approximately 17 percent of the award candidates) were named 2014 Five
Star Wealth Managers.

© 2014 Five Star Professional