2107 Elliott Avenue
Karalyn Carlton has been awarded the 2023 Five Star Wealth Manager Award, as seen in Seattle Magazine. This marks the fifth straight year she has received this honor.
The Five Star Professional organization and its award focuses on the Advisor’s credentials, experience, retention, number of households served, internal firm standards, compliance record, education, and professional designations.
Karalyn also was recently named as a top Financial Advisor on Expertise.com, part of a short list chosen from 171 Seattle Financial Advisors.
These are all aspects of the firm that we review regularly and remain dedicated to providing best practices for the people we serve. It is a true honor to be in the confidence of our clients and we are diligent in the pursuit of our clients’ well-being and financial health.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.