Lake Street is proud to congratulate Justin Terzo, one of its founding partners, on being appointed a 2018 Five Star Wealth Manager1. The award recognizes wealth managers who provide quality services to their clients. Criteria for the award include assets under management, client retention, and a thorough regulatory and complaint review.
“I’m honored to be a part of this prestigious group,” says Justin Terzo, managing partner. “Success often comes from how we deal with challenges, and 2018 proved to be both challenging and successful as we built Lake Street. I can’t thank my team and our loyal client base enough for being a part of this journey.”
Adds Joseph Stock, Lake Street managing partner and co-founder, “We know our clients have many considerations when they hire us to protect and manage their wealth. The Five Star Wealth Manager award helps validate Justin and the team here at Lake Street based on the qualitative metrics required to be a winning recipient.”
1 Please refer to the full disclosure page for the source and selection criteria of this ranking. Full disclosures can be found here.