Three Advisors of Bartholomew & Company Earn FIVE STAR Wealth Manager Award
Worcester, Massachusetts (February 20, 2018)—Bartholomew & Company, a premier financial services firm in Worcester, Massachusetts, today announces that its Vice President, Dory Huard, RICP®, AIF®; Sr. Vice President, Joshua Paul, CFP®, AIF®; and President, Thomas J. Bartholomew, AIF®, have been named 2018 Five Star Wealth Managers* by Boston magazine.
“This award speaks volumes—not only to the caliber of Bartholomew & Company’s practice, but also to the quality of work and personalized attention they put in to each client relationship,” 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 2018 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 2018 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.