Madison, NJ – Jan. 6, 2011 – Brinton Eaton, a wealth advisory firm based in New Jersey,today announced that its president, Robert J. Diquollo, has been named a Five Star Wealth Manager by New Jersey Monthly magazine, based on a survey of high net worth households in the state. The survey identified the most elite wealth managers in New Jersey based on a broad set of criteria, from meeting financial objectives to quality of customer service and value for money.
“We are honored to be recognized as a Five Star Wealth Manager by New Jersey Monthly, and are proud of the large number of individuals who expressed positive views about our knowledge, expertise and quality of service. This award is a vote of confidence that we are viewed as one of the most trusted advisors in the region,” said Robert J. DiQuollo, CFP®, President of Brinton Eaton.
The survey, which begins with anonymous nominations, includes responses from 235,000 high net worth households – one in four wealthy households – as well as responses from active registrants of the Financial Industry Regulatory Authority (FINRA). Wealth managers were rated by survey according to the following criteria: integrity, communication, meeting of financial objectives, knowledge/expertise, quality of recommendations, customer service, value for fee charged, post-sale service and overall satisfaction.
Less than 7% of wealth managers in New Jersey were named to the Five Star Wealth Manager list. Wealth managers were also reviewed by a blue-ribbon panel composed of individuals from within the financial services industry.
About Brinton Eaton:
Based in Madison, NJ, Brinton Eaton is an advisory firm with a long history of serving individuals and their families across multiple generations. The firm helps its clients protect, grow, administer, and ultimately transfer their legacy of wealth through a full range of integrated services, including lifetime cash flow projections, financial/tax/estate/retirement planning, investment management, charitable giving, and business succession planning. Brinton Eaton’s clients tend to be corporate executives, professionals, entrepreneurs, retirees, and multi-generational families. For more information, visit www.brintoneaton.com.
FastLane Public Relations