Working from our offices in an old restored house on HWY 83 in Waukesha County, Tim Stasinoulias and Aegis Wealth Advisors are honored to be recognized by Milwaukee Magazine and Five Star Professional as one of the Top Wealth Managers in the Milwaukee Metro Area since 2013.
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 to determine the Five Star Wealth Managers in more than 40 major markets.
Paladin has researched the credentials, ethics, and business practices of more than 30,000 financial planners, advisors, and money managers. They are experts on financial advisors and the relationships that exist between investors and their advisors. To receive a Paladin 5 Star rating, an advisor must score in the top 10 percentile in the quality of their credentials, ethics, business practices, and services.