Jim Ferrare was named to this year’s 2020 Best-In-State Wealth Advisors list by Forbes for the third year in a row. The list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends. The theory is, “‘If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality, and can provide ‘impact.’ When we meet with an advisor in person or on the telephone we are thinking to ourselves ‘is this someone that can offer impact, and we would recommend to a friend or family member?'” said R.J. Shook, president of SHOOK Research in a contributor post on Forbes.
Jim, managing member of Withum Wealth Management and Principal of Withum’s sub-investment advisor Pinnacle Associates, is one of the standout wealth advisors ranked from New Jersey. With over 30 years of financial experience, Jim holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations. As an investment advisor, Jim helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spouse and inheritance. In addition to his position at Withum Wealth Management, Jim is an Executive Vice President and Board Member at Pinnacle Associates Ltd., a Withum Wealth co-founder alongside longstanding public accounting and advisory firm WithumSmith+Brown, PC.
Withum Wealth Management is a private wealth management firm specializing in lifestyle planning, personalized wealth counseling and tax-sensitive portfolio management. Our qualified financial advisors and vast in-house resources allow for the seamless integration of diverse wealth-related services. As a Registered Investment Adviser, we are legally bound to put your interests first throughout the relationship. Whether you are a surviving spouse, selling a business, receiving an inheritance, recently divorced or possibly approaching retirement, Withum Wealth Management can help.
Important Disclosure: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Withum Wealth Management. [“WWM”] ), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from WWM. Please remember to contact WWM in writing, if there are any changes in your personal/ financial situation or investment objectives for the purpose of reviewing/evaluating/ revising our previous recommendations and/or services. WWM is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. A copy of the WWM current written disclosure statement discussing our advisory services and fees is available for review upon request.