2014 Five Star Wealth Manager Award
Area Wealth Managers Qualify for Award Based on Research
Minneapolis, January 1, 2014 – Five Star Professional has named – Robert W. Scott, CFP®, James E. Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® and Daniel J. Jago, AIF® – the 2014 Five Star Wealth Manager award. The award winners appear in a special section in the January issue of New Jersey Monthly.
Five Star Professional partnered with New Jersey Monthly to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their 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 2014 Five Star Wealth Managers. Fewer than four percent of the 21,100 wealth managers in the New Jersey area were selected.
Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to registered financial services professionals and all identified financial service companies in New Jersey that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.
Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.
Award 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 2014 Five Star Wealth Managers.
Robert W. Scott, CFP®, James E. Dy, CFP®, CIMA®, AIF®, AAMS®, AWMA® and Daniel J. Jago, AIF® are Partners at Main Street Wealth Management, LLC, a boutique wealth management firm based in Bedminster, NJ. Their firm specializes in helping successful physicians, executives and entrepreneurs in the key areas of: estate conservation, retirement planning, investment and risk management, and business succession. Their 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.