2015 Five Star Wealth Manager Award
FOR IMMEDIATE RELEASE
Area Wealth Manager Qualifies for Award Based on Research
January 1, 2015 – Five Star Professional has announced that James E. Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA®, of Main Street Wealth Management, LLC in Bedminster, has been chosen as one of New Jersey’s Five Star Wealth Managers for 2015, for the third year in a row.
Five Star Professional partnered with New Jersey Monthly magazine to recognize a select group of wealth managers who provide quality services to their clients. James is featured, along with other award winners, in a special section of the January issue. Fewer than four percent of the wealth managers in the New Jersey area were selected.
The Five Star Wealth Manager award program is a large, widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
"The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals," said Josh Kimball, research director at Five Star Professional.
Now entering its 14th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. Awards are 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 2012-2015 Five Star Wealth Managers.
James E. Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® is a Partner at Main Street Wealth Management, LLC, a boutique wealth management firm based in Bedminster, NJ. He and his firm specialize in helping successful physicians, executives and entrepreneurs in the key areas of: estate conservation, retirement planning, investment and risk management, and business succession. James’ team utilizes a unique process in order to understand their clients’ financial objectives - before creating a customized approach to helping them work toward achieving their desired goals and objectives. For more information, please visit their website at: www.MSWealth.com.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC