For the 3rd consecutive year, Portfolio Managers John Evans and Kathy Klein have been named 2012 Milwaukee Five Star Wealth Managers.
“Milwaukee
Magazine and Five Star Professional partnered to find wealth managers who
satisfy 10 objective eligibility and evaluation criteria that are associated
with wealth managers who provide quality services to their clients. Among many
distinguishing attributes, the average one-year client retention rate for this
year’s award winners is more than 96 percent. The 2012 Five Star Wealth
Managers are a select group, representing less than 4 percent of the wealth
managers in the Milwaukee area.”
- Milwaukee
Magazine (July, 2012)
Marietta's mission is to provide the highest-quality professional, personalized, and customized service to our clients. Although the awards are in the names of two of our managers, the credit must go to the entire Marietta team of 12 dedicated professionals. We thank our clients for their loyalty and friendship.
