Artemis is delighted to share that Leigh Bivings and Mark Haser have been named recipients of the 2024 Five Star Wealth Manager Award. The Five Star Wealth Manager designation is given to select wealth managers in 45 markets throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.
To receive the Five Star Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality service to their clients. The criteria include a favorable regulatory and compliance history, high client retention rates and educational and professional designations. In addition, advisors do not pay to be vetted for the award, nor do they pay to advertise the award.
For a complete list of the selection criteria used, visit www.fivestarprofessional.com