Palm Springs, CA, April 5, 2012 (GLOBE NEWSWIRE) -- Five Star Professional has named Mark Hayek and Reesa Manning as recipients of the 2012 Five Star Wealth Manager award. Hayek and Manning, Vice Presidents and Senior Financial Advisors with Integrated Wealth Management, work as a team to provide expertise in planning, managing, and investing assets for income distribution throughout retirement.
Five Star Professional partnered with Palm Springs Life Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than three percent of the 3,290 wealth managers in the Palm Springs area were selected.
Jim Casey, President and CEO of Integrated Wealth Management said "We are honored to have Mark and Reesa receive this award. Client satisfaction is our number one priority and to be recognized for this is of great importance."
A survey was provided to approximately one in four high-net-worth-households (more than 50,000 consumers), and 1,800 financial services professionals within the Palm Springs area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring, and only wealth managers with a minimum of five years of experience were included in the evaluation. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local and financial service industry professionals.
Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws.
The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.com or 866-888-6563 x. 113.