Phoenix, AZ – CorePath Wealth Partners, headquartered in Scottsdale AZ, has been named one of the top Financial Advisors in Phoenix in their the “Best Of” list compiled by Expertise.com.
320 different financial advisory firms in the Phoenix area were considered and less than 5% made the “Best Financial Advisors in Phoenix” list.
Expertise.com awarded CorePath Wealth Partners “Wealth Management” an A+. CorePath was also given an A+ for Responsiveness, Friendliness, Helpfulness, and Detail after Expertise.com conducted a surprise mystery shopper audit to evaluate how the fiduciary, fee-only investment, wealth, tax, and retirement advisory firm clearly communicates and works with prospective new clients. This mystery shopper called to learn more about the organization and how it could precisely help with their specific financial issues, needs, and goals.
This adds to a similar honor for CorePath Wealth Partners as one of the best financial advisors (nationwide and Phoenix) as published in Five Star Wealth Manager. Five Star Wealth Manager, a market research publication that promotes excellence in financial services, recognized CorePath Wealth Partners advisors for their expertise and success in financial planning, investment management, wealth management and retirement planning for 2021.
Mark Bonnett, CEO of CorePath Wealth Partners, said “This recognition from Experise.com demonstrates the unique, individualized, and customized approach we take with each and every client. The CorePath team works tirelessly to adhere to our core values and provide the best possible wealth management experience.”
CorePath Wealth Partners serves mass-affluent to ultra-high net worth professionals nationwide with its unique system. It’s team of credentialed CFA, CFP, CDFA, ChFC, MSFS, MBA, CAIA, FPFQ professionals work internally to CorePath and collaborate on behalf of their clients to deliver a unique and fulfilling experience. Go to www.corepathwealth.com for details or call Emilee Foster, Director of Client Relationships at 480.448.0334 to learn more.
Five Star Wealth Manager 2018, 2019, 2020, 2021
Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if CorePath is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CorePath by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisors Rankings are generally limited to participating advisors.
Award Selection Criteria
Five Star Wealth Manager – Rankings are based on data provided by advisors. Included factors were assets under management, regulatory record, revenue produced for the firm, quality of practice and philanthropic work. Investment performance is not an explicit component.
Expertise.com – Selection Criteria: 1) Availability; 2) Qualifications; 3) Reputation; 4) Experience; and 5) Professionalism.