Meet Five Star Wealth Manager , an award-winning wealth manager in Bedford, NH.

PROFESSIONAL PROFILE

Contact Us

Financial Strategies Retirement Partners

3 Executive Park Dr Ste 205

Bedford, NH 03110

Office: 603-627-1463

Cell: 603-620-6963

info@fsrp.net
www.fsrp.net

Professional Approach

Financial Strategies Retirement Partners (FSRP) is an independent financial services provider working with businesses and individuals. Our 401(k) team manages over 150 retirement plans. Our advisors are experienced professionals capable of helping with plan design, navigating regulatory changes and providing on-going employee education. The wealth management team focuses on traditional financial planning, including investment management, tax planning and more. Our independent and transparent approach allows us to consult with our clients and craft customized solutions to meet their goals and objectives.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MO, NC, NH, NJ, NY, OH, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities offered through Commonwealth Financial Network®, member FINRA (www.finra.org)/SIPC (www.sipc.org), a Registered Investment Adviser. Advisory services offered through Financial Strategies Retirement Partners (FSRP) are separate and unrelated to Commonwealth.

Shawn A. Monty, AIF®

Managing Partner

Phone: 603-627-1463

Shawn is the Managing Partner of FSRP. He has been providing wealth management, retirement income planning and retirement plan consulting services for over 30 years. Shawn founded Financial Strategies in 1995 and expanded the firm by co-founding FSRP with Al Gilbert in 2007. Shawn is passionate about building relationships with his clients; many of which he has worked with for decades. Independent advice and customized client service are cornerstones of FSRP.

Al Gilbert, AIF®

Partner

Phone: 603-627-1463

Al co-founded FSRP with Shawn Monty in 2007 and is a Partner in the firm. He works with businesses and individuals to help them reach their retirement planning goals. Al has more than 25 years of experience in retirement plan consulting. His team often refers to him as the “401(k) Savant,” given his plan design expertise and understanding of ERISA rules. We believe, his extensive knowledge is extremely helpful to our clients as they navigate a complicated and ever-changing regulatory environment.

Sarah W. Kenda, AIF®

Partner

Phone: 603-627-1463

Sarah joined FSRP as a Partner in April 2018. She has over 20 years of financial services experience working with several investment management firms and hundreds of financial advisors. Her market knowledge is valuable as she works with both 401(k) plan sponsors and individual wealth management clients. She is passionate about working with clients to determine their specific needs and risk tolerance. Sarah enjoys collaborating with the FSRP team to help clients achieve their goals.

See Accomplishments

This award was issued on 9/1/20 by Five Star Professional (FSP) for the time period 12/9/2019 through 07/1/2020. 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. 928 New Hampshire-area wealth managers were considered for the award; 91 (10% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 928, 85, 9%, 9/1/19, 11/19/18 - 7/10/19; 2018: 955, 74, 8%, 9/1/18, 12/26/17 - 7/17/18; 2017: 739, 89, 12%, 9/1/17, 12/27/16 - 7/6/17; 2016: 666, 158, 24%, 8/1/16, 2/6/16 - 7/19/16; 2015: 853, 166, 19%, 9/1/15, 2/6/15 - 7/19/15; 2014: 1045, 189, 18%, 9/1/14, 2/6/14 - 7/19/14; 2013: 1049, 204, 19%, 9/1/13, 2/6/13 - 7/19/13; 2012: 743, 170, 23%, 9/1/12, 2/6/12 - 7/19/12.

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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Financial Strategies Retirement Partners (FSRP) is a Registered Investment Adviser. Fixed insurance products and financial planning services offered by FSRP are separate and unrelated to Commonwealth.

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.