Press Releases

2018 5 Star Wealth Manager

2017 5 Star Wealth Manager

2016 5 Star Wealth Manager

2015 5 Star Wealth Manager

2014 5 Star Wealth Manager

2013 5 Star Wealth Manager

Craig Strauss Profile

Accredited Investment Fiduciary Designation (AIF®)

Top LPL Advisor Recognition

September 1, 2012 (CRPS®)

May 29, 2012 (CLTC)

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 , 2014, 2015 , 2016 , 2017 & 2018 Five Star Wealth Managers.