Richard Todd of Innovest Portfolio Solutions, LLC named Denver's 2009 Five Star Wealth Manager
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Well over half of the consumer responses in the Denver area indicated it is difficult to find a wealth manager they trust and rely on. Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, life insurance agents, accountants, tax advisors attorney, etc.
With more than 10,500 wealth managers in the Denver area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service? 5280 magazine recently formed a partnership with Crescendo Business Services, an independent research firm, to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client
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