Broker Check

Wealth Management Reader's Choice - SmartCEO

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  Philadelphia - February 2013 Edition 

James E. Dy, CFP®, CIMA®, AAMS®, AWMA® recognized in the Wealth Management Reader's Choice Section of SmarCEO Magazine, Philadelphia Area - February 2013 Edition.

Note:  This list is based on readers' response and does not reflect the opinions of SmarCEO magazine.

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James E. Dy, CFP®, CIMA®, 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.