FIVE STAR Wealth Manager

As announced in the November 2010 and November 2009 issues of Philadelphia Magazine,

Peter S. Rosengard, of R⁴ Risk & Wealth Solutions^®   has been recognized as a top-scoring FIVE STAR Wealth Manager.  Philadelphia Magazine inaugurated the FIVE STAR Wealth Manager award in 2009.

CPA firms, tax and business law firms, and high net worth individuals were asked to rank wealth managers from the Philadelphia area.  The evaluation was conducted to identify which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest (FIVE STAR) in client satisfaction.

Out of more than 15,000 wealth managers in the Philadelphia area, only 523 (less than 4%)received the prestigious top-scoring wealth manager award for 2010.  Furthermore, of those advisors that received the 2010 award, only 145 (less than 1%) of the 15,000 wealth managerswere also awarded this honor in 2009.  R^4® is thrilled to have Mr. Rosengard recognized both years for his vision, commitment, and determination in advocating for his clients.

Business owners, accredited investors, and trusted advisors are invited to contact R^4® to receive customized Risk & Wealth Solutions^®  as well as references.  Since confidentiality is at the apex of the firm’s priorities, client references will only be released with the direct permission of each respective client.  For additional information regarding the operational structure and resources of R^4®, please visit www.R4RWS.com.

Reproduction of this material is expressly prohibited without prior written consent from the owner.

ACTION STEPS

Business owners, accredited investors, and trusted advisors are invited to contact R^4TM to receive informed Risk & Wealth Solutions^TM as well as client references.