Worcester, Massachusetts (April 25, 2019)—Bartholomew & Company, a financial planning and wealth management firm in Worcester, Massachusetts, announces that Vice President, Dory Huard, RICP®, AIF®; Sr. Vice President, Joshua Paul, CFP®, AIF®, and President, Tom Bartholomew, AIF®, have been named 2019 Five Star Wealth Managers* by Boston magazine. Less than 16 percent 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 their advisors put into their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, Bartholomew & Company’s Registered Investment Adviser–independent broker/dealer. “Dory, Joshua, and Tom are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”
The 2019 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 2019 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.
About Bartholomew & Company
Bartholomew & Company has been providing individuals and organizations with financial guidance since 1994. Located at 370 Main Street, Worcester, MA; 75 Hitching Post Road, Chatham, MA; and 200 Great Road, Bedford, MA, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.bartandco.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
*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. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflect 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.