The current (2012 and subsequent years) Five Star Wealth Manager program disclosures were specifically designed based on the State of Washington’s requirements.
Seattle Five Star Wealth Managers can participate in the current program as long as the required disclosures are included when referencing and promoting the award.
Five Star Professional has adopted the State of Washington’s disclosure requirements, and has implemented them for the wealth manager program nationwide.
The State of Washington has offered to speak with any of our clients or firms regarding their notice pertaining to the Five Star Wealth Manager program. Please contact us if you would like more information on this.