5starGraphicFive Star Professional conducts localized, independent research to identify service professionals who provide quality services to clients. The Five Star Wealth Manager program is the largest wealth manager award program in North America, covering more than 40 major markets.

Five Star Professional partnered with Sarasota Magazine to present the wealth managers in the Sarasota area who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts. The 2012 Five Star award winners are a select group of fewer than 5% of wealth managers in the Sarasota area.