I take great pride in helping clients grow, preserve and enjoy their wealth. I have developed and refined a process that guides my clients as their life unfolds and as their needs evolve.
Fairfield, NJ (PRWEB)
June 12, 2017
Five Star Professional is pleased to announce Jim McCarthy, CFP®, Directional Wealth Management, LLC, has been chosen as one of New Jersey’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with New Jersey Monthly to recognize a select group of New Jersey-area wealth managers who provide quality services to their clients. Jim McCarthy, CFP®, was featured, along with other award winners, in a special section of the January issue.
“I take great pride in helping clients grow, preserve and enjoy their wealth,” says James McCarthy, CFP®, of Directional Wealth Management. “I have developed and refined a process that guides my clients as their life unfolds and as their needs evolve. Serving a select group of successful business owners and professionals, we focus on the four key areas of life — family, occupation, recreation and, finally, money. We equip people to lead better financial lives through an integrated framework of educational resources, collaborative tools, and personal one-to-one advice. We believe money can be organized and multiplied for the betterment of our clients’ and their families.”
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“The research behind this award is extensive with each…
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