Broker Check

FIVE STAR Award

We are pleased to announce, for the ninth consecutive year (2013 - 2021), Jim has been selected as a recipient of the prestigious

Five Star Professional Wealth Manager Award.

Jim has the distinction of being 1 of 75 advisors, out of over 15,000 NJ Wealth Advisors, to receive the award for 9 years in New Jersey!

The award will appear in the January 2021 issue of New Jersey Monthly and the February 24th edition of the Wall Street Journal.



NJ MONTHLY DIGITAL PROFILE – Click Here


*Five Star Professional Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 Five Star Wealth Managers.