Broker Check

2013 Five Star Wealth Manager Recipient

August 20, 2013

Dear Clients and Friends,

Five Star Professional has named Elm Tree Capital a 2013 Five Star Wealth Manager. This level of excellence is achieved by fewer than 7 percent of the wealth managers in the Boston area.

The selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients.  In the end, Elm Tree Capital is being recognized by the largest and most widely published wealth manager award program in North America.

As a 2013 Five Star Wealth Manager, Elm Tree Capital is receiving an honor that reflects our hard work and dedication.  This, of course, is an achievement that is only possible through the continued trust and confidence of each and every client.

More information on this achievement will be published in the February 2013 issue of Boston magazine.

To all, thank you!

Eric Zine

Elm Tree Capital provides financial planning and investment advisory services with a strong commitment to customer service.  If you have questions about any personal financial matters, do not hesitate to contact us by e-mail by clicking here or by calling us at 781.930.3003.