1) Five Star Wealth Manager Award – The Five Star Wealth Manager Award is based on client surveys, peer reviews, and regulatory compliance history. Wealth managers are ranked on customer service, integrity, knowledge/expertise, communication, value for fee charged, attainment of client financial objectives, service, quality of recommendations, reputation and overall satisfaction. Wealth managers do not pay a fee to be included in the evaluation process or to be named as a Five Star Wealth Manager. Fewer than 7% of Atlanta-area wealth managers are represented in the Five Star group. For additional evaluation criteria considered, click here.
Receipt of the award is no guarantee of future investment success. This recognition should not be construed as an endorsement of BGA, investment advisor representatives or employees by any client, nor is the recognition representative of any one client’s evaluation.
2) Media Page – Please note that all data and information presented is for general information purposes only and not meant as specific recommendations. The opinions of the presenters are not a recommendation to buy or sell any stock, bond market or any security contained therein. Securities contain risks and fluctuations in principal will occur. Research any investment thoroughly prior to committing money or consult with your financial advisor. Please note that BGA or related persons buy or sell for itself securities that it also recommends to clients. Past performance is no guarantee of future results.
Additional information including management fees and expenses is provided on our Form ADV Part 2. BGA does not provide tax or legal advice and recommends you consult with your tax and/or legal adviser for such guidance.
3) Outside links – The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
4) Videos – The views expressed represent the opinions of Benedetti, Gucer & Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Benedetti, Gucer & Associates’ Form ADV Part 2, which is available upon request.