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get_recognition_plate KRApogee Wealth Advisors receives the 2016 Five Star Wealth Manager Award

January 2016 – Apogee Wealth Advisors Managing Partners Karen Roth and Kerri Kimball were chosen as part of a select group of New York City financial services professionals to be honored with the 2015 Five Star Wealth Manager Award and again with the 2016 Five Star Wealth Manager Award.  Recipients were recognized in a special advertising section of the January 2016 issue of New York magazine.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners.

Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, visit www.fivestarprofessional.com

 

WCA_FinancialFirm1_2016Apogee Wealth Advisors receives the Women’s Choice Award for Financial Advisors

January 2016 – Leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Apogee Wealth Advisors has again received the Women’s Choice Award® for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Apogee Wealth Advisors has to extraordinary service in addressing the financial needs of women and their families. “We are honored to be recognized by WomenCertified for our service as a partner, an advocate and a steward for women to fulfill their life vision for their wealth and their legacy.”

To receive the Women’s Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The Award was created by WomenCertified®, in partnership with WIFE.org (Women’s Institute of Financial Education), in an effort to identify advisors that women can trust.

WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.

Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor. For more information, go to www.WIFE.org.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

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