MINNEAPOLIS — Five Star Professional recently announced that Chanda Sour, owner of Sandstone Wealth Management, is one of the recipients of its prestigious Five Star Wealth Manager Awards in the Twin Cities market.
“It is truly an honor to receive this reward for providing quality service to our clients,” said Sour, who came to the United States as a 9-year-old refugee from Cambodia. “Less than 7 percent of the financial planners in any given geographic region receive this recognition, and I feel incredibly blessed to be one of them.”
By the time he came to the United States, Sour had seen and experienced more struggles and hardships than most people do in a lifetime, but his background and subsequent upbringing uniquely positioned him to build a successful wealth management practice that truly values each client’s individual objectives, all of which are evidenced with this achievement.
Now entering its eighth year, the Five Star Wealth Manager program is the largest and most widely published wealth manager program in North America, covering more than 40 major markets, including the Twin Cities. Unlike similar award programs, Five Star award recipients do not pay a fee to be included in the research or the final list of winners.
Rather, each winner must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. The criteria include everything from the wealth manager’s credentials and regulatory/complaint history to an independent firm review and client retention rates.
Over the past 15 years, Sour has built an independent boutique firm, offering highly customized solutions from a wide range of product offerings. “We fiercely guard our independence,” Sour explains, “as it allows us to offer private, unbiased advice to our clients.”
Unlike many larger firms, Sandstone Wealth Management is not captive to a particular investment strategy* nor a “one-size-fits all” product offering. Rather, Sour picks and chooses from a wide variety of financial services, allowing his clients’ current needs and future goals to guide their investments.*
It is this type of exceptional service, combined with Sour’s unparalleled work ethic that has led to not only this achievement, but to an incredibly loyal client base as well.
For more information on Sandstone Wealth Management, please call 952-767-2737 or 866-205-7993. Chanda Sour is an Investment Advisor Representative*. Securities Registrations include Series 7, 6 and 63*. Additionally, he holds a Life & Health Insurance License and is a member of the International Association of Registered Financial Consultants.
For more information on the Five Star Award and the research/selection methodology, please visit: www.fivestarprofessional.com.
*Securities and Investment Advisory Services are offered through Sunset Financial Services, Inc., 3520 Broadway, Kansas City, MO, 64111 (816) 753-7000 (home office). Member FINRA, SIPC. Sandstone Wealth Management is independent of Sunset Financial Services.