Dear Clients and Friends,
We are pleased to share with you that Scott has been named a recipient of the 2013 Five Star Wealth Manager Award, and that our firm will be honored in the June issue of Orlando Magazine for providing exceptional client service.
For those not familiar with The Five Star program, it is the largest and most widely published award program in North America. To receive the award wealth managers must meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, integrity, knowledge/expertise, and favorable regulatory and complaint history. Among many distinguished attributes, the average one-year client retention rate of this year's award winners is more than 96 percent.
This is the second consecutive year Scott has been selected to receive this honor, which was presented to less than 2 percent of wealth managers in the Orlando area. We are delighted to continue to win on-going professional awards as external validation of the exemplary service our firm provides for the financial wellbeing of our clients.
Cultivating long-term personal relationships through hard work, integrity and dedication, is at the heart of Cramer & Rauchegger. We look forward to working with you and your families to secure the ongoing success of your financial futures.
Please feel free to pass this letter along to your colleagues, friends and family. Thank you again for your continued support and business.
Our clients are our family and our greatest advocates!
Scott, Tom and your team at Cramer & Rauchegger, Inc.