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Tuesday
Jan032012

2012 Best Personal Wealth Managers in Kansas City

For the sixth year in a row, Walla Street Wealth Management, Inc. has been selected as one of the Best Personal Wealth Managers in Kansas City by KC Business Magazine. The resulting list of 2012 FIVE STAR Wealth Managers is an elite group, representing less than 7 percent of the wealth managers in the Kansas City area.

Selection Process
Nominees are evaluated against 10 objective criteria to determine the 2012 Five Star Wealth Managers in more than 40 major markets. The updated Five Star Wealth Manager award process includes:

  • Nominations by peers and firms: Wealth managers, including financial planners and advisors, CPAs and estate planning attorneys, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.
  • Objective selection process for nominated wealth managers: Nominees are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. No more than 7 percent of the wealth managers in a market receive the Five Star award.
  • Regulatory and consumer complaint process: Feedback from consumer surveys will augment a regulatory history review.
  • Firm review: Firms will have the option to provide input on nominees from their firm, regardless of nomination source.

About the Five Star Professional Award
Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to service professionals, such as wealth managers and real estate agents, in more than 45 markets in the U.S., and now in Canada. The Five Star award goes to service professionals who provide quality services to clients.

Five Star Professional provides localized, independent research on the performance of service professionals. Five Star Professional conducts research to identify service professionals who provide quality service to clients. Research results undergo a thorough regulatory review.