South Glastonbury Resident Jenny DeRosa Bergeron of Athene Wealth Management, LLC receives CONNECTICUT FIVE STAR WEALTH MANAGER AWARD FOR THE FOURTH CONSECUTIVE YEAR

Jenny DeRosa Bergeron of Athene Wealth Management, LLC in Glastonbury received the 2022 Five Star Wealth Manager Award effective November 2022. This is the fourth year the South Glastonbury resident is receiving the award.

For 2022, she was chosen out of 2950 Connecticut area wealth managers considered for the award; only 10% (290) were named 2022 Five Star Wealth Managers. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria, including but not limited to the following:
 

• Credentialed as a registered investment adviser or a registered investment adviser representative.
• Actively licensed as a registered investment advisor in the financial services industry for a minimum of five years
• Individual has a favorable regulatory and complaint history review.
• Criteria must be met for number of clients served and recent personal production and performance that meets industry specific criteria.
• Certain education and professional designations/ industry and board certifications.

For a full description of the criteria of eligibility you may visit www.fivestarprofessional.com/awardwinners/CONWM

Jenny DeRosa Bergeron is the founding member of Athene Wealth Management, LLC, and an independent advisor with LPL Financial. Jenny offers comprehensive wealth management that includes tax efficient investing, financial planning, cash flow and risk management. Her comprehensive approach includes partnering with a team of financial professionals like estate attorneys and tax professionals as needed.

To learn more please contact Athene Wealth Management at 860-430-2637, jenny@athenewealth.com, or visit www.athenewealth.com.