Five Star award winner Thomas J. Manzardo, CFP®, CLU®, CRPC™, ChFC®

Tom Manzardo: Leading his team with integrity

When it comes to securing your financial future, having a knowledgeable and trustworthy advisor by your side can instill a sense of confidence. Meet Tom Manzardo, a respected financial advisor dedicated to helping individuals and families achieve their financial goals.

With thirty years of experience in the financial industry, Tom Manzardo has developed a reputation for excellence and personalized service. He leads his team, Redstone Wealth Advisors, with the expectation to provide a high standard of service. Their mission is to help clients to meet their financial goals by providing a personalized client-to-advisor experience and a tailored financial plan.

Manzardo’s recognitions include:

Forbes Best-in-State Wealth Advisors, 2021-2024
Ameriprise Circle of Success, 2004-2024
Ameriprise Circle of Success Diamond Ring, 2017
Five Star Wealth Manager, 2012-2024

Redstone Wealth Advisors’ business and client interactions are guided by their company principles. Integrity is the highest priority. The team always strives to do what is right and resolve issues if they arise. Clients can trust that their business is held in confidentiality and always handled with professionalism by Manzardo and his team.

The Redstone team challenges the traditional notions of professionalism. Unlike the common perception of being impersonal and unapproachable, their staff takes a different approach. They firmly believe that forging strong, personable connections with clients is the key to delivering exceptional service. Open communication and collaboration are essential to building these relationships.

Tom Manzardo is an experienced financial advisor who genuinely cares about your financial well-being and future. With his vast experience, personalized approach, and commitment to your success, he will guide you on a path towards meeting your financial goals.

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This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6273 Chicago-area wealth managers were considered for the award; 400 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.

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Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.