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If awards didn’t mean anything, everyone
would get one.

2014 FIVE STAR Wealth Managers constitute an elite group, representing less than 4 percent of the wealth managers in the Cincinnati area1.


To learn more about why we are so proud to have members of our team selected as FIVE STAR Wealth Managers, click here.

1Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Now entering its eighth year, the Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. The list of Five Star Wealth Managers for each market is published in the leading city and regional magazine and/or business publication and on Five Star award winners do not pay a fee to be included in the research or the final list of award winners.

© 2015 Coastal Advisory Group, A division of Coastal Investment Advisors,
an SEC Registered Investment Adviser. All Rights Reserved.
Securities offered through Coastal Equities, Inc. Member FINRA/SIPC
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