Five Star Wealth Manager in the state of Michigan.
Warren resident Diane Young AIF®, one of the top experienced and knowledgeable partners at the Arrowroot Family Office team, has been named a Five Star Wealth Manager in the state of Michigan. Diane Young AIF® has earned this distinguished award for the 5th year, representing Arrowroot Family Office as a stellar wealth manager in the Detroit Metro area. In order to earn this acclaimed title, wealth managers must satisfy 10 objective eligibility and evaluation criteria associated with their unwavering commitment to their clients, exceptional fiduciary services, and strong industry credentials set by the Five Star Professional’s independent research team. All candidates undergo a thorough regulatory and complaint review to assess if they are worthy of this achievement. Other factors taken into account include assets under management and client retention rate.
Diane Young, AIF® joins just 20 other wealth managers and financial advisors in the Detroit Metro area that have met the strict guidelines and objectives required to receive this award. Thousands of advisors and wealth managers are considered for this prestigious title; however, historically, less than 20 percent of those eligible receive the award each year. Arrowroot Family Office is absolutely honored to have such a talented and accomplished wealth manager on the Michigan team, and the entire team looks forward to continuing to support her in future endeavors with our office as she continues to earnestly aid and guide our clients to financial freedom.
About Arrowroot Family Office, LLC
Arrowroot Family Office is a registered investment advisor* and financial and tax planning firm. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and collaboration, the principals and staff of Arrowroot Family Office provide a high level of service, transparency, and value to its clients. For more information, please visit www.arrowrootfamilyoffice.com.