Wealth Enhancement Group has announced that ten financial advisors from their New Jersey offices received the 2023 Five Star Wealth Manager award.*
Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with New Jersey Monthly to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “I am pleased to announce the 2023 Five Star Wealth Manager award recipients located in Warren and Parsippany, New Jersey. All ten of these advisors have been recognized for multiple years and I would like to congratulate each of them on their commitment to driving success for clients every day.”
2023 New Jersey Five Star Wealth Manager award recipients are:
- Mark Cortazzo, 12-year winner (2012-2023)
- Ray A. Hawkins, six-year winner (2016-2018, 2021-2023)
- Peter C. Hoglund, six-year winner (2018-2023)
- Bret Kaye, two-year winner (2022-2023)
- Maura Mallaney, three-year winner (2021-2023)
- Tom Moyer, eight-year winner (2016-2023)
- Peter Needham, 11-year winner (2013-2023)
- Chris Schiffer, four-year winner (2020-2023)
- Gary Shor, five-year winner (2014-2016, 2022-2023)
- Alex Vaccarella, two-year winner (2022-2023)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include industry credentials, experience and assets under management, number of households served, among other factors. While 6,606 award candidates in New Jersey were considered for the Five Star Wealth Manager award, only 6% of the award candidates were named 2023 Five Star Wealth Managers.
This award was issued on December 1, 2022 by Five Star Professional for the time period of March 21, 2022 through October 18, 2022. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Hilary Miller, Director of Integrated Marketing
Hmiller@wealthenhancement.com
*Awarded 12/01/22 for the period of 3/21/22 - 10/18/22. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/19 for the period of 3/01/19 - 10/16/19. Awarded 12/01/18 for the period of 3/21/18 - 10/12/18. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 11/01/15 for the period of 4/15/15 - 10/16/15. Awarded 12/01/14 for the period of 4/15/14 - 10/16/14. Awarded 12/01/13 for the period of 4/15/13 - 10/16/13. Awarded 12/01/12 for the period of 4/15/12 - 10/16/12. Awarded 11/01/11 for the period of 4/15/11 - 10/16/11.