Accolades for Our Financial Advisors
Our advisors are award-winning and among some of the top in the nation.
Named a Five Star Wealth Manager by Pittsburgh Magazine 2013, 2015, and 2020-2026. We are honored to have received this prestigious award; an achievement claimed by less than 7% of all financial advisors in Pittsburgh.
A “Top 10%” level of performance honor given to us by Commonwealth Financial Network, our former broker-dealer.
We have recently been chosen to represent Pennsylvania as a featured wealth management firm.
Lions Gate has an A+ BBB Accredited Business rating. To qualify, a business must adhere to the Standards of Accreditation are built on the BBB Standards for Trust. The BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business, are a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner.
Reviews received by the Better Business Bureau “BBB” profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. Working with a BBB rated investment advisor does not guarantee future investment success.
The Five Star Wealth Manager award awarded to Deborah Daff-Siggins: 2013, 2015, 2020-2026, 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 registered 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 registration 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.