Lance Named 2025 Five Star Wealth Manager
We’re proud to share some exciting news: Lance Peters of Nautical Star Financial Group, LLC has been named a 2025 Five Star Wealth Manager, as featured in Texas Monthly.
This recognition is especially meaningful because it’s based on more than just reputation. The Five Star award is given only after a rigorous, proprietary research process that evaluates candidates on 10 key criteria, including industry credentials, client retention, regulatory history, and professional integrity. Out of 4,405 Dallas/Fort Worth-area wealth managers considered, only 315 (7%) received this distinction.
It’s an honor that reflects Lance’s commitment to putting clients first — and doing so with transparency, care, and a deep understanding of today’s complex financial landscape. At Nautical Star Financial, we believe in helping people navigate confidently toward their goals. That starts with listening well, planning thoughtfully, and managing every portfolio with precision and heart.
Whether you’re preparing for retirement, growing your investments, or simply want a second opinion on your financial strategy, we’re here to help. Lance’s recognition as a Five Star Wealth Manager affirms the values that guide our work every day.
Ready to talk about your financial future? Reach out for a consultation, and experience the difference of personalized, award-winning guidance.
