Marshfield-based Damon, Topham & Company has been named to 5 Star Wealth Managers - 2011 Independent Survey of Overall Satisfaction

Marshfield-based Damon, Topham & Company has been named to 5 Star Wealth Managers - 2011 Independent Survey of Overall Satisfaction

In conjunction with Crescendo Business Services, an independent research

firm, Boston Magazine identified the "best in client satisfaction" wealth

managers serving the Boston area. The independent firm surveyed by mail and

phone more than149, 000 high-net-worth households, along with 17,200

financial services professionals in the Boston area and subscribers of

Boston Magazine.

"Being included in this objective and well documented survey is a

distinguished award," noted John Topham, co-founder of Damon, Topham &

Company. He added, "This independent endorsement underscores our efforts to

meet and exceed client expectations. This is a testament to the hard work of

the people of Damon, Topham."

The survey concluded that well over half of the consumer responses in the

Boston area

indicated it is difficult to find a wealth manager they trust and rely on.

Wealth managers, broadly defined, are those individuals who help you manage

your financial world and/or implement aspects of your financial strategies.

Common examples of wealth managers are financial advisors, financial

planners, investment advisors, tax advisors, estate planning attorneys, etc.

The resulting list of 2011 FIVE STAR Wealth Managers is an elite group,

representing less than 3 percent of the wealth managers in the Boston area.

Michael Damon, also co-founder of Damon, Topham & Company exclaimed, "Most

people choose a wealth manager based on a referral from a friend, a chance

meeting at a networking event or a blind search on the Internet. This

survey helps consumers make prudent choices to help them maintain and expand

their net worth."

The Selection Process

Crescendo administered the survey, by mail and phone. On the surveys,

recipients were asked

to evaluate only wealth managers whom they know through personal experience

and to evaluate them based upon nine criteria including customer service,

integrity, knowledge/expertise, communication, value for fee charged,

meeting of financial objectives, post-sale service, quality of

recommendations and overall satisfaction.

Both positive and negative evaluations were included in the scoring, and

only wealth managers with more than five years of experience in the

financial services industry were considered. Next, each wealth manager was

reviewed for regulatory actions, civil judicial actions and customer

complaints as reported by the Financial Industry Regulatory Authority

(FINRA), the Securities & Exchange Commission (SEC), the State Board of

Accountancy and the State Bar.

Then, before finalizing the list, wealth managers were reviewed by a blue

ribbon panel comprised of individuals from within the financial services

industry. Although panelist comments were incorporated into the final score,

safeguards were built into the review process to reduce the ability of panel

members to influence the composition of the final list on the basis of

company affiliation.

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