Jim Ferrare, Managing Principal of Withum Wealth Management and Principal of Withum’s sub-investment advisor Pinnacle Associates, was named to this year’s 2022 Best-In-State Wealth Advisors list by Forbes for the fifth year in a row.
A Chartered Financial Analyst® (CFA®) and CPA, Jim is an investment advisor who 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. Jim is an Executive Vice President and Board Member at Pinnacle Associates Ltd., a Withum Wealth co-founder alongside the Firm.
Forbes Best-In-State Wealth Advisor List spotlights the top-performing wealth advisors across the country annually. 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.
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.