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Crosswind Advisors, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (425) 349-2527. We look forward to hearing from you

 

 

It’s my great pleasure and honor to announce that Crosswind Advisors, LLC has been selected as a 2012 Five Star Professional Wealth Manager and listed in the Consumer Research Council list of America’s Best Financial Planners!

 

Five Star Professional conducted research to determine the wealth managers in the Seattle area who provide quality services to their clients. Now Seattle magazine and Five Star Professional have teamed up to announce the winners in a specialApril edition of the magazine.

How Was I Selected?

Five Star Professional relied on one of three sources—firm nomination, peer nomination and pre-qualification based on industry standing—to identify award candidates. Award candidates were evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than 7 percent of the wealth managers in the Seattle area.

Research Summary

The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. As part of the research process for the 2012 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2012 Five Star Wealth Managers in more than 40 major markets. The 2012 Five Star Wealth Manager award process includes:

  • Nominations by peers and firms: Wealth managers, including financial planners and advisors, CPAs and estate planning attorneys, are nominated by their firm or a peer to be considered for the Five Star Wealth Manager award. Self-nominations are not accepted.

 

  • Objective selection process for nominated wealth managers: Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. No more than 7 percent of the wealth managers in a market receive the Five Star award.

 

  • Regulatory and consumer complaint process: Feedback from consumer surveys will augment a regulatory history review.

Why Seattle Magazine?

Seattlemagazine is the area’s definitive city and regional monthly magazine that helps people get the most out of living in the Puget Sound region.

Seattlemagazine is the “owner’s manual” for the people who live in the Seattle area. Whether it’s through features about the area’s best doctors or an investigative political story that offers new insight to a local issue or greater understanding of the city, each story in Seattle magazine enriches the lives of readers and gives them practical information they can use.

Once again, thank you for all of your support and confidence – we certainly couldn’t have achieved this recognition without you!

 

Kurt Wanner, CFP™, RLP®

PS You may recall an announcement that I sent out last July that my wife, Ann Wanner, MD appeared in Seattle Magazines’ “Top Doctors”. I’m very proud of her achievements! 

 

Crosswind Advisors Wealth Vision System

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click here  to read the 2012 Outlook Report
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