Legacy Financial Strategies, LLC is proud to announce that Mike Wren and Michael Lutz have been awarded the Five Star Award for Excellence for the fifth year in a row!
Representing only 4% of all wealth managers in the Kansas City area, the Five Star program is the largest and most widely published wealth manager award program in North America.
As part of the research process, firms and peers nominate award candidates. Award winners are evaluated against 10 objective eligibility which include:
- High client satisfaction
- Industry credentials and registrations
- Client Retention
- Client assets administered
- Education and professional designations
- Accepting new clients
- Firm review, regulatory and complaint history
- Client households served
- Years of service
We want to extend a warm thank you to our clients for helping ensure that we receive this award! We appreciate your business and enjoy working with you to help you achieve your financial goals.
Everyone at Legacy is passionate about helping people successfully manage their financial lives and building solid relationships with our clients. If you know anyone who could benefit from our level of service, please remember that we are never too busy to help your friends, family or co-workers!
Your Legacy Team