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Click here to read a US News article on the most affordable places to retire, where Cypress Advisor John Eaton shares his thoughts on Texas and San Antonio.  

Allan Riggs and John Eaton again named Five Star Wealth Managers

For the fourth consecutive year, independent research group Five Star Professional has named Cypress advisors John Eaton and Allan Riggs recipients of the Five Star Wealth Manager award. The Five Star program is the largest and most widely published wealth manager award program in North America. As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria:

  1. Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney;
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
  3. Favorable regulatory and complaint history review;
  4. Fulfilled their firm review based on internal firm standards;
  5. Accepting new clients;
  6. One-year client retention rate;
  7. Five-year client retention rate;
  8. Non-institutionalized discretionary and/or non-discretionary client assets administered;
  9. Number of client households served;
  10. Educational and professional designations.

Fewer than 7% of the wealth managers in the Austin, San Antonio and Central Texas region were selected.

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