Our success starts with our people

At The Collica Group, we’ve built a culture grounded in trust, clarity, and accountability—empowering every team member to do their best work and create lasting success for our clients.

Anthony Collica, CFP®, CHFC®

Executive Director of Wealth Management

With nearly two decades serving as a financial advisor, Anthony is committed to offering comprehensive wealth management solutions and is dedicated to the highest standards of client service. His practice is built upon always putting clients' interests first and serving as a fiduciary to help clients achieve their goals. Anthony’s clients are high net worth families, individuals, business owners and retirees that want to benefit from goal-oriented financial planning. His aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most. Anthony has a national practice serving clients in many states. Born and raised in Southeast Michigan, he maintains an office in the Metro-Detroit area along with Southeast Florida where he maintains his primary residence. He enjoys boating, golfing and pickleball and stays involved with the community through church and several different charities.

(248) 933-9030

anthony@collicagroup.com

Anthony Collica, CFP®, CHFC®

Executive Director of Wealth Management

With nearly two decades serving as a financial advisor, Anthony is committed to offering comprehensive wealth management solutions and is dedicated to the highest standards of client service. His practice is built upon always putting clients' interests first and serving as a fiduciary to help clients achieve their goals. Anthony’s clients are high net worth families, individuals, business owners and retirees that want to benefit from goal-oriented financial planning. His aim is to serve as every client's personal Chief Financial Officer, doing all the construction and heavy lifting for them so they can focus on what matters most. Anthony has a national practice serving clients in many states. Born and raised in Southeast Michigan, he maintains an office in the Metro-Detroit area along with Southeast Florida where he maintains his primary residence. He enjoys boating, golfing and pickleball and stays involved with the community through church and several different charities.

(248) 933-9030

anthony@collicagroup.com

Ashley Brunner

Chief Operating Officer & Client Concierge

Originally from Costa Rica, Ashley Brunner serves as Chief Operating Officer and Client Concierge at The Collica Group. She oversees the firm’s operations with care and precision, creating organized systems that support a smooth, consistent, and thoughtful client experience. With a Master’s degree in Marketing and a background leading high performing teams, Ashley blends disciplined structure with genuine, relationship centered service. Ashley works closely with leadership to strengthen the firm’s service model and support long term growth, always guided by trust, clarity, and client care. She brings a calm presence and refined professionalism to every interaction, helping High Net Worth Individuals and families feel confident in their financial journey. Outside the office, Ashley values wellness, family, and a balanced way of life.

(248) 933-9030

ashley@collicagroup.com

Ashley Brunner

Chief Operating Officer & Client Concierge

Originally from Costa Rica, Ashley Brunner serves as Chief Operating Officer and Client Concierge at The Collica Group. She oversees the firm’s operations with care and precision, creating organized systems that support a smooth, consistent, and thoughtful client experience. With a Master’s degree in Marketing and a background leading high performing teams, Ashley blends disciplined structure with genuine, relationship centered service. Ashley works closely with leadership to strengthen the firm’s service model and support long term growth, always guided by trust, clarity, and client care. She brings a calm presence and refined professionalism to every interaction, helping High Net Worth Individuals and families feel confident in their financial journey. Outside the office, Ashley values wellness, family, and a balanced way of life.

(248) 933-9030

ashley@collicagroup.com

Jessica Beckley

Head of Client Processing

Jessica is the head of client processing for The Collica Group, providing dedicated administrative support for Anthony Collica and the team. She ensures all client needs, including paperwork, distributions, and other administrative actions, are handled seamlessly behind the scenes. Supported by a robust network of over a dozen professionals through Direct Access—an exclusive service available to advisors who meet rigorous standards for delivering a private client boutique experience—Jessica ensures every detail is executed flawlessly. Her meticulous oversight allows the team to focus on delivering exceptional, personalized service to each client.

(248) 933-9030

concierge@collicagroup.com

Jessica Beckley

Head of Client Processing

Jessica is the head of client processing for The Collica Group, providing dedicated administrative support for Anthony Collica and the team. She ensures all client needs, including paperwork, distributions, and other administrative actions, are handled seamlessly behind the scenes. Supported by a robust network of over a dozen professionals through Direct Access—an exclusive service available to advisors who meet rigorous standards for delivering a private client boutique experience—Jessica ensures every detail is executed flawlessly. Her meticulous oversight allows the team to focus on delivering exceptional, personalized service to each client.

(248) 933-9030

concierge@collicagroup.com

Joe Petrovich

Director of New Business

Joe Petrovich handles all aspects of advisor services, leading the charge in processing all new business. He plays a special role in the transition of new advisors to our firm, working closely with them to help move over their book of business. He also dedicates time to training new representatives and their staff members on how to process business and utilize the various technology available to them.

(248) 663-4781

jpetrovich@michganfinancial.com

Joe Petrovich

Director of New Business

Joe Petrovich handles all aspects of advisor services, leading the charge in processing all new business. He plays a special role in the transition of new advisors to our firm, working closely with them to help move over their book of business. He also dedicates time to training new representatives and their staff members on how to process business and utilize the various technology available to them.

(248) 663-4781

jpetrovich@michganfinancial.com

Who are we?

Who are we?

We are a nationally recognized award-winning boutique wealth management firm with over two decades of experience. We deliver a highly personalized, hands-on experience tailored to each client’s unique financial life. Our approach is rooted in building long-term relationships, understanding the full picture, and providing thoughtful, disciplined guidance across every stage of wealth.

At the same time, we are backed by the strength of Osaic Wealth, Inc., a platform representing over $700 billion in assets and more than 11,000 financial professionals nationwide. Through our affiliations with Michigan Financial Companies and Platinum Wealth Solutions of Texas, LLC, we are able to offer expanded capabilities, strategic resources, and institutional-level support.

This combination allows us to operate with the precision, discretion, and attentiveness of a private financial office, while providing access to the scale, infrastructure, and solutions of a major institution. From investment management and lending strategies to estate and legacy planning, our focus remains on delivering clarity, consistency, and confidence in every decision.

Custody and clearing services are provided through National Financial Services LLC, a Fidelity Investments company, ensuring a secure and reliable foundation for all client assets.

What our clients have to say

What our clients have to say

What our clients have to say

Non-compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

  • lifesaver and a brilliant financial partner

    "Anthony has been an absolute lifesaver and a brilliant financial partner. During the toughest times- COVID, unpredictable government policies, and one disaster after another- he didn’t just manage my investments; he kept me calm and talked me out of pulling everything out, when panic was everywhere. His wise, steady approach paid off big time: my account has reached an all-time high, and we’re able to draw a solid salary from it every month. Honestly, we’re making more now than we ever did when we were working full-time. I can’t recommend Anthony highly enough, he’s the real deal!"

    - Daniel L

  • Long time client

    “I have been a client of Anthony’s for over 15 years. During that time, I’ve seen meaningful growth across my investments. Anthony has been a thoughtful steward of both my IRA and personal accounts, and has also supported me through my journey in real estate holdings. When I’ve needed funds to purchase property, he has helped me explore financing options and think through the best approach. His guidance has allowed me to make confident, well-informed decisions, particularly around working capital, tax considerations, and minimizing capital gains where possible. Over the years, our relationship has grown into both a professional partnership and a friendship, and I’ve come to truly value his perspective and advice. He has also been a steady, trusted presence during some very challenging times in my life, which has meant a great deal to me. I’ve experienced positive outcomes not only in my investment accounts but also in my real estate endeavors. I’ve referred many friends and family members to Anthony, confident that they will receive the same level of attention, care, and thoughtful financial guidance.”

    - Joe A.

  • the experience has been exceptional

    “I’ve worked with Anthony Collica and the Collica Group for the past few years, and the experience has been exceptional. Anthony provides clear, strategic guidance across investing, business, and tax decisions, always explaining the “why” behind each move. His team is highly organized and responsive, making everything seamless. I’ve moved all of my assets to the firm and referred others who’ve had the same great experience.”

    - Kyle S

  • Collica has been a game-changer

    “Working with Anthony Collica has been a game-changer for my financial future.  He took the time to walk me through retirement, estate planning, tax strategies, and he has helped make complex decisions simple. He is always available to help and has given me complete peace of mind. I can't recommend him enough.”

    - Paul

  • managed my investments for over 11 years

    “I am the President and CEO of a company representing plastic manufacturers within the automotive industry. Anthony has managed my investments for over 11 years. At one point, I chose to step away from his guidance, and that decision led to meaningful losses. Returning to Anthony was one of the most important financial decisions I have made. Within 18 months, he helped recover a substantial portion of those losses through a disciplined strategy and steady leadership. Anthony brings a level of skill, professionalism, and integrity that is uncommon in this industry. I trust him fully and deeply value the results he has delivered.”

    - Brian

  • Far more than a financial advisor

    “Anthony stepped in during a very challenging time for our family and provided guidance that truly made a difference. What felt overwhelming became manageable with the right direction and support. He is far more than a financial advisor. He genuinely cares and treats his clients like family. We are incredibly grateful.”

    - Nikie

  • professionalism, discretion, and technical knowledge

    "Anthony brings a high level of professionalism, discretion, and technical knowledge to his work. He communicates complex financial matters with clarity and precision, and his approach is thoughtful, organized, and client focused. I’ve valued his strategic insight and consistent attention to detail."

    - Jeremy P

  • lifesaver and a brilliant financial partner

    "Anthony has been an absolute lifesaver and a brilliant financial partner. During the toughest times- COVID, unpredictable government policies, and one disaster after another- he didn’t just manage my investments; he kept me calm and talked me out of pulling everything out, when panic was everywhere. His wise, steady approach paid off big time: my account has reached an all-time high, and we’re able to draw a solid salary from it every month. Honestly, we’re making more now than we ever did when we were working full-time. I can’t recommend Anthony highly enough, he’s the real deal!"

    - Daniel L

  • Long time client

    “I have been a client of Anthony’s for over 15 years. During that time, I’ve seen meaningful growth across my investments. Anthony has been a thoughtful steward of both my IRA and personal accounts, and has also supported me through my journey in real estate holdings. When I’ve needed funds to purchase property, he has helped me explore financing options and think through the best approach. His guidance has allowed me to make confident, well-informed decisions, particularly around working capital, tax considerations, and minimizing capital gains where possible. Over the years, our relationship has grown into both a professional partnership and a friendship, and I’ve come to truly value his perspective and advice. He has also been a steady, trusted presence during some very challenging times in my life, which has meant a great deal to me. I’ve experienced positive outcomes not only in my investment accounts but also in my real estate endeavors. I’ve referred many friends and family members to Anthony, confident that they will receive the same level of attention, care, and thoughtful financial guidance.”

    - Joe A.

  • the experience has been exceptional

    “I’ve worked with Anthony Collica and the Collica Group for the past few years, and the experience has been exceptional. Anthony provides clear, strategic guidance across investing, business, and tax decisions, always explaining the “why” behind each move. His team is highly organized and responsive, making everything seamless. I’ve moved all of my assets to the firm and referred others who’ve had the same great experience.”

    - Kyle S

  • Collica has been a game-changer

    “Working with Anthony Collica has been a game-changer for my financial future.  He took the time to walk me through retirement, estate planning, tax strategies, and he has helped make complex decisions simple. He is always available to help and has given me complete peace of mind. I can't recommend him enough.”

    - Paul

  • managed my investments for over 11 years

    “I am the President and CEO of a company representing plastic manufacturers within the automotive industry. Anthony has managed my investments for over 11 years. At one point, I chose to step away from his guidance, and that decision led to meaningful losses. Returning to Anthony was one of the most important financial decisions I have made. Within 18 months, he helped recover a substantial portion of those losses through a disciplined strategy and steady leadership. Anthony brings a level of skill, professionalism, and integrity that is uncommon in this industry. I trust him fully and deeply value the results he has delivered.”

    - Brian

  • Far more than a financial advisor

    “Anthony stepped in during a very challenging time for our family and provided guidance that truly made a difference. What felt overwhelming became manageable with the right direction and support. He is far more than a financial advisor. He genuinely cares and treats his clients like family. We are incredibly grateful.”

    - Nikie

  • professionalism, discretion, and technical knowledge

    "Anthony brings a high level of professionalism, discretion, and technical knowledge to his work. He communicates complex financial matters with clarity and precision, and his approach is thoughtful, organized, and client focused. I’ve valued his strategic insight and consistent attention to detail."

    - Jeremy P

FORT LAUDERDALE, FL
215 N New River Dr E.
Fort Lauderdale FL 33301

SOUTHFIELD, MI
28411 Northwestern Hwy.
Suite 1300, Southfield, MI 48034

SAG HARBOR, NY

CONNECT

Anthony Collica, CFP®, ChFC®, BFA™

Executive Director Wealth Management

Ashley Brünner

COO & Client Concierge

Join our newsletter

@ 2026 Collica Group. All rights reserved

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of  CO, FL, MI, NY, OH, VA . No offers may be made or accepted from any resident outside the specific states referenced.


 This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. 


The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Osaic Wealth Form CRS

FORT LAUDERDALE, FL
215 N New River Dr E.
Fort Lauderdale FL 33301

SOUTHFIELD, MI
28411 Northwestern Hwy.
Suite 1300, Southfield, MI 48034

SAG HARBOR, NY

CONNECT

Anthony Collica, CFP®, ChFC®, BFA™

Executive Director Wealth Management

Ashley Brünner

COO & Client Concierge

Join our newsletter

@ 2026 Collica Group. All rights reserved

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of  CO, FL, MI, NY, OH, VA . No offers may be made or accepted from any resident outside the specific states referenced.


 This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. 


The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Osaic Wealth Form CRS

FORT LAUDERDALE, FL
215 N New River Dr E.
Fort Lauderdale FL 33301

SOUTHFIELD, MI
28411 Northwestern Hwy.
Suite 1300, Southfield, MI 48034

SAG HARBOR, NY

CONNECT

Anthony Collica, CFP®, ChFC®, BFA™

Executive Director Wealth Management

Ashley Brünner

COO & Client Concierge

Join our newsletter

@ 2026 Collica Group. All rights reserved

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of  CO, FL, MI, NY, OH, VA . No offers may be made or accepted from any resident outside the specific states referenced.


 This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24; 2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23; 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. 


The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

Osaic Wealth Form CRS