We are pleased to announce, for the tenth consecutive year (2013 - 2022), James has been selected as a recipient of the prestigiousNew Jersey Five Star Professional Wealth Manager Award.
The award appeared in the January 2022 issue of New Jersey Monthly
The Five Star Wealth Manager Award is not currently offered our area of Florida.
*New Jersey 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.