Broker Check

5 Star Award

We are pleased to announce, for the eighth consecutive year (2013 - 2020), Jim has been selected as a recipient of the prestigious

Five Star Professional Wealth Manager Award.

The award appeared in the January 2020 issue of New Jersey Monthly and the February 26th edition of the Wall Street Journal.


VIDEO ANNOUNCEMENT – Click Here

NJ MONTHLY DIGITAL PROFILE – Click Here

WALL STREET JOURNAL REPRINT - 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 Five Star Wealth Managers.