Partners Kevin McDermott of West Chester and John Kane of Downingtown celebrated the two-year anniversary of Delphi Wealth Management Group this month, on the heels of both being honored with the Five Star Award.
“These past two years have been extremely rewarding,” said Kane. “Being able to provide clients with a sense of relief in knowing that they’ve done enough or saved enough to retire gracefully and perhaps even leave their children or grandchildren a piece of their legacy is an incredible opportunity. Being able to spend meaningful time with clients to educate them and resolve any fears they might have is why we chose to start this practice.”
Kane and McDermott integrate their clients’ investment preferences and goals into the foundation of their unique financial plan and maintain a balance between the latest technologies and the time-honored tradition of white-glove service.
For the seventh and eighth straight year, respectively, Kane and McDermott have both received the Five Star Award, an honor that recognizes service professionals who provide quality services to their clients. In order to receive the Five Star Wealth Manager Award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
“We are incredibly proud of what we have been able to provide to our clients and our community over the past two years,” said McDermott. “From adding new staff and keeping up with the latest technologies, to gaining a better understanding of our clients’ needs and increasing our outreach into the community, we are excited by the trajectory of Delphi Wealth Management Group and look forward to what the future holds.”
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