San Diego 5 STAR Wealth Managers are an elite group, representing less than 4 percent of the wealth managers in the San Diego area. The selection process includes a survey of 60,000 high-net-worth residents and 4,500 financial services industry professionals. The recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction.
Click on the 2011 award to learn more about the Crosswind team and their accomplishments.
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Previous Awards
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