Five Star Wealth Manager Award

We're proud to announce that Thomas P. Machuga, CPA/PFS, ChFC®, has been named a 2021 FIVE STAR Wealth Manager.

The 2021 FIVE STAR Wealth Manager list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients. The 2021 FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers. 

*Five Star award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,191 Connecticut wealth managers were considered for the award; 272 (9 percent of candidates) were named 2021 Five Star Wealth Managers.  These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit