Newsroom

10 New Jersey Financial Advisors Named 2024 Five Star Wealth Managers

Bret Kaye

- AIF®, CFP®

01/30/2024

3 minutes

Wealth Enhancement Group has announced that ten financial advisors from its New Jersey offices received the 2024 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. Five Star Professional joins forces with New Jersey Monthly to honor these professionals and recognize their achievements.

Jeff Dekko, the Chief Executive Officer of Wealth Enhancement Group, said, "I am pleased to announce that ten of our financial advisors from our New Jersey offices have been named as 2024 Five Star Wealth Managers. This accolade is a testament to their dedication to building and maintaining strong, positive relationships with their clients over the long term.”

2024 New Jersey Five Star Wealth Manager Award Recipients are:

About the Research Process

Candidates for the award are judged on 10 eligibility and evaluation criteria associated with providing quality services to clients. These criteria include industry credentials, experience, assets under management, and the number of households served, among other factors. This award was issued on 12/1/23 for the period 3/13/23 through 9/29/23. 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 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 is an independent wealth management firm with an endless passion for enriching the lives of its clients. The firm continually seeks to perfect its craft of personalized financial planning with its team-based Roundtable™ and UniFi processes that go far beyond the standard approach. Wealth Enhancement proudly provides unique financial plans and investment management services to over 55,000 households from its over 100 offices - and growing - nationwide. For more information, please visit www.wealthenhancement.com.

Contact information:

Marianne Gebhardt

Integrated Marketing Communications Manager

(704) 409-2589 | mgebhardt@wealthenhancement.com

2024 FIVE STAR WEALTH MANAGER DISCLOSURE - NEW JERSEY

This award was issued on 12/01/2023 for the period 03/13/2023 through 09/29/2023. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

Bret Kaye

Senior Vice President, Financial Advisor

Warren, NJ

A second generation financial advisor, Bret learned early in life the importance of balancing a budget, setting financial goals and managing risk through the lessons taught by his father around the breakfast table.