Our Newest 5 Star Wealth Manager

| May 24, 2019
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Please join us in congratulating Jim Pilat for being selected a 2019 Five Star Wealth Manager.

5 Star Wealth Managers are part of an exclusive group in the Detroit area who are honored for demonstrating excellence in their field.

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. 

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