5 /5 Robert Thomas: My experience has been wonderful with Cousino Wealth Advisors. Ive been a client for 20+ years. Their reputation is excellent and demonstrated by the fact that of my "initially accepted" invitations to family members, as well as personal and professional friends, are still with Cousino Wealth Advisors. They have never lost sight of the fact it is the clients money, not theirs, and they have put my interests first. Cousino Wealth Advisors also know that the risk-return ratio drives almost every aspect of a financial plan, and they structure the portfolio and reallocate assets as time and goals change. Lastly, Cousino Wealth Advisors, are able to analyze and plan a portfolio in the context of various metrics, such as standard deviation, beta, strategic asset allocation, tactical asset allocation, and drawdown; all very helpful IMHO. Perhaps the strongest testimony is that while I have personally challenged Cousino Wealth Advisors at various times, they have always listened, never have responded defensively, and have always offered their advice re-iterating, the final decision is mine. Looking forward to many more prosperous years with Cousino Wealth Advisors.