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2019 Five Star Award Winner

See the winners of the 2019 Five Star Wealth Manager Awards.  Winners are featured in Milwaukee Magazine's July issue. Read the full article by clicking the READ MORE button below. 

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Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.

Robin Rozman Thought-Leadership Interview