D.B. Root & Company senior advisors David Hoffmann and Steven Kohler named 5-Star Wealth Manager
PITTSBURGH: D.B. Root & Company, a Pittsburgh based independent Wealth Management firms, is pleased to announce that Financial Advisors David Hoffmann and Steven Kohler have again qualified for Five Star Wealth Manager award by Pittsburgh Magazine and Five Star Professional.
This has become a yearly achievement for the two senior members of D.B. Root’s team. Mr Hoffmann has won the award six straight years and Mr. Kohler for four years running.
To win this prestigious award, an advisor needs to satisfy ten objective criteria including five years as an active credentialed financial professional, favorable regulatory and complaint history fulfillment of firm’s internal review, accepts new clients, high client retention rates, tenure in the industry, financial credentials, number of clients served, client assets administered as well as education and professional designations.
David Root, Founder and CEO of D. B. Root & Company states “We are very fortunate to have such accomplished advisors helping clients achieve their financial goals. Dave and Steve not only lead by example with their exceptional client focus and expertise – they are also key members of our leadership team. I congratulate them both on being selected to this exclusive group of wealth managers in our industry.”
Hoffmann and Kohler are being recognized as the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. They were chosen from over 2,000 Pittsburgh-area wealth manager candidates according to Crescendo Business Service, a national independent research firm that coordinated the program.
The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.