The Bulfinch Group is pleased to announce that Amy Lampert, of Brookline, MA has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year&rsquo;s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title. Amy is the founder of WomensWorth&reg;, dedicated to the financial literacy of consumers, with a special emphasis on women and youth. Amy attended Tufts University and is a resident of Brookline, Massachusetts. 
&ldquo;Earning the Five Star Wealth Manager designation is a powerful testament to Amy&rsquo;s dedication to putting clients first. Her work consistently elevates the financial lives of the individuals, families and business owners she serves, and we are proud to celebrate this well-deserved recognition,&rdquo; said Kevin S. Schneider, CLU&reg;, Principal of The Bulfinch Group.
WomensWorth


WomensWorth is a wealth management firm focusing on women and the important people in their lives. Recognizing that many individuals, and more frequently women, approach issues of money and finance with a perspective that is often overlooked by traditional financial services companies, WomensWorth seeks to create a comfortable environment in which clients can acquire the knowledge and strategies for building and preserving wealth. We use a rules-based, wide-angle and integrative approach to devise strategies for helping you obtain the goals and aspirations that sit at the intersection of your life, your career, and your money. For more information, visit <a href="https://www.womensworth.com/" rel="noopener nofollow" target="_blank">WomensWorth.com</a>.
About Guardian 
Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received <a href="https://www.guardianlife.com/about-guardian/customer-service-awards" target="_blank" rel="noopener nofollow">accolades for its culture and service</a>. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2024 included $11 billion in capital and largest dividend of $1.6 billion in the company&rsquo;s history. For more information, visit <a href="http://www.guardianlife.com/" target="_blank" rel="noopener nofollow">GuardianLife.com</a>.

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Brookline’s Amy Lampert of WomensWorth Named...

The Bulfinch Group is pleased to announce that Amy Lampert, of Brookline, MA has earned the designation of Five Star Wealth Manager. The Five Star...

Brookline’s Amy Lampert of WomensWorth Named Five Star Wealth Manager for 14 Consecutive Years 

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Brookline, MA|Local Classified|Announcement|Mar 19