Recent RecognitionMedia inquiries can be directed to This e-mail address is being protected from spambots. You need JavaScript enabled to view it or requested by calling 972.661.3355.
1 Texas Monthly contracted Crescendo Business Services to administer a rigorous research process and identify a select group of wealth managers who are “exceptional in both their ability and commitment to overall satisfaction.” More than 96,000 high net worth consumers were asked to evaluate wealth managers in the Dallas/Fort Worth community. Fewer than 7% of the wealth managers in the Dallas/Fort Worth area were selected. For more details including research declarations click here. 2 Texas Monthly formed a partnership with Crescendo Business Services, an independent research firm, to survey 95,000 high-net-worth residents in the Dallas/Fort Worth area to select “only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.” The wealth managers receiving this recognition represent less than 3% of the wealth managers in the Dallas/Fort Worth area. |

