Worcester, MA (March 19, 2020)—Bartholomew & Company, a wealth management and financial planning firm in Worcester, Massachusetts, today announces that its Vice President, Dory Huard, RICP®, AIF®, Sr. Vice President, Joshua Paul, CFP®, AIF® and President, Thomas Bartholomew, AIF® have been named 2020 Five Star Wealth Managers* by Boston magazine. Less than 13% of wealth managers in Massachusetts were named to the list.
“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention these advisors put in to their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s independent broker/dealer-RIA. Dory, Joshua and Tom are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”
The 2020 Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.
As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. The 2020 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,580 Boston wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.