Awards and Recognitions

RECENT RECOGNITION(S):

2016

  • Ranked as a Top 10 Independent Investment consulting firm as listed in Ranking Arizona: The Best of Arizona Business 2016

Read More >>

 

2015

  • Five Star Wealth Management Professional- The Five Star program is the largest and most widely published wealth manager award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.**
  • Ranking Arizona: The Best of Arizona Business 2015, Top 10 Independent Investment Advisors

2013

        •   One of ten winners of Best Wealth Manager Logos as awarded by “Advisor One”

  • Top (Premier) Financial Advisor as listed by National Association of Board Certified Advisory Practices (NABCAP) ·Top 40 Independent Advisor as published by Phoenix Business Journal in the Book of Lists(December 2013)

2012

  • Top (Premier) Financial Advisor as listed by National Association of Board Certified Advisory Practices (NABCAP)
  • Top 40 Independent Advisor as published by Phoenix Business Journal in the Book of Lists(December 2012)

2011

  • Top (Premier) Financial Advisor as listed by National Association of Board Certified Advisory Practices (NABCAP)

 

** The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional) is based on 10 objective criteria: (1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; (2) actively employed as a credentialed professional in the financial services for a minimum of five years; (3) favorable regulatory and complaint history review; (4) fulfilled their firm review based on internal firm standards; (5) accepting new clients; (6) one-year client retention rate; (7) five-year client retention rate; (8) non-institutionalized discretionary and/or non-discretionary client assets administered; (9) number of client households served; (10) educational and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile and ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 2,728 Phoenix wealth managers were considered for the award; 254 (10%) were named Five Star Wealth Managers.

To qualify as having a favorable regulatory and complain history for this award, the person cannot have (1) been subject to a regulatory action that that resulted ina license begin suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority of Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

Newsletter Sign Up


Disclosure

Advisory Services offered through Capital Analysts or Lincoln Investment. Registered Investment Advisors Securities offered through Lincoln Investment. Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com StoneCrest Wealth Management and the above firms are independent, non-affiliated entities

Contact Details

StoneCrest Wealth Management Inc
118 S Kyrene Road, Suite 4
Chandler, AZ 85226
Toll Free: 800-852-2860
Phone: 602-258-9400
Fax: 602-258-9300
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.