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Travel to your destination with clarity and arrive with confidence.
How can we help you “Live a Life of Significance”?
You have financial questions, and you want objective, independent answers. You may be at a critical time in your life where you need to take action with specific planning decisions. You may have a desire to simplify things and get better organized financially. You want someone to help you and your family—all generations—make smart decisions. You want someone who cares.
You have come to the right place.
Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Our 2022 Economic Insights
2023
Tom Donahue named winner of the Five Star Wealth Manager award for the 16th consecutive year. He is one of only 20 Wealth Managers to be named in all 16 years.
2022
Tom Donahue named winner of the Five Star Wealth Manager award for the 15th consecutive year. He is one of only 23 Wealth Managers to be named in all 15 years.
2021
Tom Donahue named winner of the Five Star Wealth Manager award for the 14th consecutive year.
2020
Tom Donahue named winner of the Five Star Wealth Manager award for the 13th consecutive year.
Tim Hamilton named winner of the Five Star Wealth Manager award.
2019
Tom Donahue named winner of the Five Star Wealth Manager award for the 12th consecutive year.
2018
Tom Donahue named winner of the Five Star Wealth Manager award for the 11th consecutive year.
2017
Tom Donahue named winner of the Five Star Wealth Manager award for the 10th consecutive year.
2016
Tom Donahue named winner of the Five Star Wealth Manager award for the 9th consecutive year.
Tom Donahue winner of Five Star Wealth Manager of the year award
Timothy Hamilton winner of Five Star Wealth Manager of the year award
2008-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in August 2023 based on data gathered within 12 months preceding the issue date. 1677 advisors were considered, 105 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
