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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.
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Our 2022 Economic Insights
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
Five Star Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,514 Charlotte area wealth managers were considered for the award; 104 (7% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
