Broker Check


We are pleased to announce, for the tenth consecutive year (2013 - 2022), Jim has been selected as a recipient of the prestigious

Five Star Professional Wealth Manager Award.

The award will appear in the January 2022 issue of New Jersey Monthly 

*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, 2022 Five Star Wealth Managers.