Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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o<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
r Professi<br />
Chris M. Browning<br />
925 Fourth Ave., Ste. 3900<br />
Seattle, WA 98104<br />
Offi ce: (206) 493-1645<br />
Toll-free: (888) 567-6297<br />
cbrowning@mwrinc.com<br />
www.mwrinc.com<br />
Conservative <strong>Wealth</strong> Management<br />
• Preserve and manage your hard-earned assets<br />
• Stewardship throughout all stages of life<br />
• Independent, northwest-based expertise<br />
Title: Senior Vice President<br />
Areas of Focus: Highly Customized <strong>Wealth</strong> Management Plans<br />
For 28 years, Chris' disciplined investment approach has weathered<br />
market booms and busts utilizing time-tested research from a<br />
team of expert local analysts. He's shown the importance of a clear<br />
investment strategy that balances peace of mind with targeted<br />
returns. Chris and his team tailor individualized and proactive living<br />
plans that guide you through each unique investment stage of your<br />
life.<br />
McAdams Wright Ragen, Inc. Member SIPC.<br />
Maris Galins<br />
MG Financial, Inc.<br />
1032 NE 63rd St.<br />
Seattle, WA 98115<br />
Phone: (206) 749-0049<br />
Fax: (206) 694-2581<br />
MGalins@MG-Financial.com<br />
www.mg-fi nancial.com<br />
Supporting Your Life Goals<br />
• Align fi nancial goals with your life goals<br />
• Receive experienced, individualized advice<br />
• Make timely informed decisions, stay on task<br />
Focus: Comprehensive Financial Planning, <strong>Wealth</strong> Management<br />
Designations: CERTIFIED FINANCIAL PLANNER, mathematics degree<br />
“Designed for volatility” are words Maris Galins, CFP®, frequently<br />
uses to describe his fi nancial plans. Creating tailored plans with<br />
this in mind remains a cornerstone of proper wealth management<br />
and his client satisfaction. Your goals drive the plan. Maris’ unique<br />
planning approach emphasizes communication, personal attention<br />
and frequent plan reviews to ensure success of the plan. Many fi nd<br />
this planning process enlightening, liberating and enjoyable.<br />
Annual planning fee. No hourly charges or commissions.<br />
FS 32 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
e <strong>Star</strong> Professiona<br />
David A. Feller<br />
2205 Carillon Point<br />
Kirkland, WA 98033<br />
Toll-free: (800) 284-8050<br />
Phone: (425) 822-8050<br />
david.feller@wfadvisors.com<br />
www.wfadvisors.com/david.feller<br />
Personalized Investment Strategies<br />
• Customized wealth management strategies<br />
• Focus on personalized strategies<br />
• Dedicated client service<br />
Title: Senior Vice President – Investments<br />
Designations: CFP®, CIMA ®<br />
Managing wealth begins with understanding the goals and<br />
objectives of an investor and then developing a customized wealth<br />
management strategy that is monitored and proactively managed<br />
with changes in an investor's life. For more than 20 years, David has<br />
been assisting individual investors in managing their wealth using<br />
an array of investments.<br />
Advisor selection is not reflective of individual client satisfaction or future performance. Please<br />
see the introduction section for important information on the scope of the award and the <strong>Five</strong> <strong>Star</strong><br />
selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0212-4615 2/27/2012].<br />
Susan Grosshans<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
10800 NE 8th St.<br />
Bellevue, WA 98004<br />
Phone: (425) 450-6936<br />
susan.grosshans@usbank.com<br />
www.usbank.com<br />
Title: Financial Advisor<br />
Comprehensive <strong>Wealth</strong> Management Solutions<br />
Investment products are not a deposit, are not FDIC insured, are not guaranteed by the<br />
bank, may lose value and are not insured by any federal government agency. Investment<br />
products and services are o ered through U.S. Bancorp Investments, Inc. member FINRA and SIPC, an<br />
investment adviser and brokerage subsidiary of U.S. Bancorp and an a liate of U.S. Bank. To receive<br />
the 2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> Manager award, researched and managed by <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong>, a wealth<br />
manager must be nominated by either a peer or by their rm. In the case of representatives of U.S.<br />
Bancorp Investments, nominations are made by either the individual’s Region or Division Manager.<br />
Nominees were then evaluated using a list of 10 objective criteria and feedback from consumer surveys.<br />
Consumer surveys are promoted via local advertising, through the <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong> website and by<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong> contacting households identi ed as having a high propensity to use the services<br />
of wealth managers. Those wealth managers who satisfy the criteria were named a <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong><br />
Manager. Find full measurement formulas and information on www. vestarprofessional.com. The 2012<br />
<strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong> do not pay a fee to be included in the research or the nal list of <strong>Five</strong> <strong>Star</strong><br />
<strong>Wealth</strong> <strong>Managers</strong>, but may pay for licensed use of the <strong>Five</strong> <strong>Star</strong> emblem and award. Working with a<br />
<strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> Manager or any wealth manager is no guarantee as to future investment success nor<br />
is there any guarantee that the selected wealth managers will be awarded this accomplishment by<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong> in the future. The <strong>Five</strong> <strong>Star</strong> Award is not indicative of the wealth manager’s future<br />
performance. The inclusion of a wealth manager on the <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> Manager list should not be<br />
construed as an endorsement of the wealth manager by <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong> or Seattle magazine.<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Two-Year<br />
Winner<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
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