fbpx

Top wealth manager awards for Laurel Wealth Planning

As fiduciary advisors, Laurel Wealth Planning values transparency and trust. So, we don’t want you to just take our word for it that our financial advice is top quality.

Three independent organizations have given Laurel Wealth Planning or its advisors high ratings as wealth managers.

“We are honored to be recognized for the care we give our clients and the standards we hold ourselves to. There is nothing more important to us than helping our clients meet their financial goals.”
— Laura Kuntz, Senior Wealth Manager and Shareholder

 

Top ranked wealth management firm logo

Top 12 Best Wealth Manager and Financial Advisor

AdvisoryHQ named Laurel Wealth Planning a Top 12 Best Wealth Manager and Financial Advisor in its 2020-2021 ranking. Two key factors for this best wealth manager ranking were a specialty in serving women decision-makers and placing quality first.

“For women going through a transition, Laurel Wealth Planning is a firm that is focused on this niche,” noted AdvisoryHQ. “Their advisors work to create long-term relationships that can be a welcome calm in the midst of changing life events for their clients. With an exceptional commitment to giving quality service and advice and a laser-focus on the needs of women in multiple stages of life, Laurel Wealth Planning is awarded 5-stars as one of the top financial advisors in Minnesota.”

AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top-ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written. Firms do not pay for their ranking. Visit AdvisoryHQ’s Selection and Ranking Methodologies to learn more.

Five Star Wealth Manager logo

Five Star Wealth Managers

Five Star Professional recognized Laura Kuntz and Anne Ward as Five Star Wealth Manager Award Winners for 2022. This is Laura’s 5th and Anne’s 8th time winning this annual award.

A list of winners appeared in the January issues of Mpls.St.Paul Magazine and Twin Cities Business magazine.

Wealth managers do not pay a fee to be considered or to win. The award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective evaluation criteria.

Founded in 2003, Five Star award is the largest program of its kind in North America. It conducts market research to recognize wealth management professionals who show a commitment to clients and strong industry credentials.

For 2022, Five Star Professional evaluated 4,544 Twin Cities wealth managers and awarded 14% of them.

Top Women in Finance

Senior Wealth Manager Laura Kuntz was a 2020 Top Women in Finance in Minnesota, named by the business newspaper Finance & Commerce. Each year, the newspaper recognizes women who make an impact in their professions and communities. Women do not pay a fee to be considered or to win.

Laura works to support other women in the male-dominated industry of wealth management. She mentors colleagues and is always open to a chat with those who want to connect about the industry.

She is also a member of the Goddesses of Financial Planning, a group of women financial advisory firm owners. The group supports each other by sharing strategic advice and best practices. They celebrated their 25th anniversary by donating $25,000 to the Certified Financial Planner Board of Standard’s Center for Financial Planning. The center works to increase diversity in the industry, which is only 23% women.

Laura took a chance in 1998 that people wanted objective, personalized advice from someone who considers the complete financial picture. More than 20 years later, she is still committed to putting clients’ interests first at all times. Her commitment to clients is embodied in Laurel Wealth Planning’s values, such as “go the extra mile.”

Not sure how to choose an Advisor?

 

Get our tips on how to make this important decision.

Thank you.