As seen in
Chicago Five Star award winners

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Wealth Manager award winner 2015-2019
  • First Time Winniner 2019 Sean Condon, CFP®

 

Michael is CIO for all Windgate Wealth Management investment strategies and a member of the investment committee. He is an Investment Advisor Representative. Mr. Corbett was first employed by our firm in 1990 as a research analyst. Mr. Corbett was named to the Barron’s/Value Line Top 100 Mutual Fund Managers from 2003-2007. Mr. Corbett’s insight regarding investing is sought after by a variety of financial media outlets, including CNBC and The New York Times. He is a member of the Joliet Diocese Endowment Fund Board and previously served on the St. Mary Gostyn Finance Committee and the St. Mary Gostyn School Board.

 

Sean joined Windgate Wealth Management in 2006 and is a member of the investment committee. He is an Investment Advisor Representative. As a CERTIFIED FINANCIAL PLANNER™, Sean works in all areas of client engagement, including development and service of new and existing relationships. He works closely with the investment team in order to communicate client goals and to discuss recommendations with clients throughout their relationship with Windgate. Sean has more than ten years of experience in the investment industry and has contributed to USA Today – Personal Finance. He is a member of the Financial Planning Association (FPA®) and serves on the board of the Firefighters Pension of River Forest, IL, where he lives with his wife and three children.

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 5,430 Chicago area wealth managers were considered for the award; 429 (8 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 5,449 considered, 435 winners; 2017: 3,781 considered, 438 winners; 2016: 3,411 considered, 725 winners; 2015: 5,833 considered, 716 winners; 2014: 8,161 considered, 744 winners; 2013: 3,998 considered, 772 winners; 2012: 2,970 considered, 780 winners.