Chris Gaffney Awarded 2019 Boston Five Star Wealth Manager!
We are pleased to announce that Chris Gaffney, Vice President and Senior Wealth Advisor at Peak Financial Management, has been named as a 2019 Boston Five Star Wealth Manager. This is the first year Chris has received the award. President and Founder Pran Tiku has been recognized four times, most recently in 2016, as a Five Star Wealth Manager.
Five Star Professional grants the designation on wealth managers who they determine provide quality services to their clients using an objective eligibility and evaluation criteria. Award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing.
“I am excited and honored to be recognized by Five Star for the first time. I appreciate the comprehensive approach Peak takes to be completely focused on all aspects of wealth management. The freedom to apply high standards and objective solutions to help people reach their financial goals is what sets Peak apart. We have a strong legacy – our firm has been providing comprehensive investment management services to friends and clients for over thirty years. Everyone we collaborate with brings unique dreams and aspirations to the table. We understand their perspective and create financial plans as diverse and distinctive as the clients themselves.”
Peak congratulates Chris for continuing the firm legacy of receiving the Five Star Wealth Manager Award. We are always happy to assist anyone who has questions or needs help with the vital aspects of their financial lives. Come work with us – we see the difference.
Disclosures:
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional) 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. 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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. 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 client’s 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 this publication. 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. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.
Additional information, including management fees and expenses, is provided on Peak’s Form ADV Part 2. Past performance is not a guarantee of future results.