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Perspective. Discipline. Stewardship.

05/03/2017
David Dryden, Ryan Ferguson, Chad Lowe, and Wayne Smith Named 2017 Five Star Wealth Managers

Insight Wealth Partners is delighted to announce that David S. Dryden, CFP®, ChFC™, MS; Ryan Ferguson, CFP®, CPA, MSA; Chad Lowe; and Wayne Smith III, CFP®, CRPC® have been awarded the prestigious Five Star Professional Wealth Manager titles for 2017. This honor is presented by Texas Monthly Magazine and Five Star Professional organization, which conducts extensive research on wealth managers regionally to select advisors who display extraordinary service to their clients. To receive the award, an advisor must satisfy ten objective criteria that are associated with wealth management, including a favorable, disciplinary and compliant history review and a minimum of five-year client retention rate. No more than seven percent of the wealth managers in a market receive the award. Dryden, Ferguson, Lowe, and Smith were nominated as advisors who provide the utmost service, commitment, and care to their clients. You can find the IWP advisors on the Five Star Professional website in the link below.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX