“Mark always places the needs of the client first and consistently delivers a high level of service,” says Stephen R. Meindl, managing principal for CLA in Oak Brook.
Chicago — November 25, 2015 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) is pleased to announce that Mark Trittschuh, senior wealth advisor, has been recognized as a 2015 Five Star Wealth Manager by Chicago Magazine and Five Star Professional.
“Throughout the 10 years Mark has been with the firm, I have seen him consistently place the needs of his clients first and deliver a high level of service,” says Stephen R. Meindl, managing principal for CLA in Oak Brook, Illinois. “He provides strategic advice to families, individuals, nonprofits, and owners of privately held businesses.”
Wealth manager award candidates were identified by one of three sources: firm nomination, peer nomination, or pre-qualification based on industry standing. Among the criteria were professional credentials, employment tenure in the financial services industry, a favorable regulatory and complaint history, number of clients served, and client retention rates. The award is intended to identify wealth managers in a given market who satisfy objective eligibility and evaluation criteria that are associated with providing quality services to clients.
Trittschuh has more than 20 years in the financial services industry, with extensive experience as an investment advisor for individuals and a consultant for foundations, endowments, and corporate defined contribution plans. His background includes investment performance reporting; research, evaluation, and selection of investment managers for various asset classes based on client needs and objectives; and development of asset allocation strategies and analysis of asset manager performance.
Trittschuh lives in Lake Zurich, Illinois, with his wife Maureen, daughters Nicole and Emily, and son, AJ. His hobbies include golf, tennis, and oil painting.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers wealth advisory services, including investment management; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $4 billion in total client assets. According to Accounting Today’s 2015 “Wealth Magnets” report, CLA Wealth Advisors is ranked sixth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned company of CliftonLarsonAllen LLP, a national professional services firm. For more information visit CLAconnect.com/privateclient.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.