Red Bank/Princeton, N.J. – James Ferrare, managing member of Withum Wealth Management and principal of Withum’s sub-investment advisor Pinnacle Associates Ltd., has been named among New Jersey’s best wealth advisors, according to Forbes’ 2018 Best-In-State Wealth Advisors list. Based in Withum’s Red Bank, N.J., office, the 30+-year investment veteran also serves as an executive vice president and board member of Pinnacle Associates Ltd., co-founder of Withum Wealth in collaboration with national top-ranking public accounting and advisory firm WithumSmith+Brown PC.
Withum Wealth is a private wealth management firm specializing in lifestyle planning, personalized wealth counsel and tax-sensitive portfolio management. Ferrare, who is a Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA), advises clients in investment management matters as they navigate each new stage of life, including business transitions, retirement planning, divorce, death of a spouse and inheritance.
As a registered investment adviser, Withum Wealth provides unbiased private wealth management services to high-net-worth individuals and family clients. The firm is legally bound to put each client’s interests first while rendering a diverse roster of seamlessly integrated services.
“The Forbes list is a ‘Who’s Who’ in top-performing wealth advisors nationwide and we congratulate Jim on this much-deserved, hard-earned recognition,” said Bill Hagaman, Withum managing partner and chief executive officer. “A consistent standout among his competitive set in New Jersey and beyond, Jim has raised the bar for the list’s criteria and for the investment advisor industry as a whole.”
The Best in State Wealth Advisory List is determined by SHOOK research on behalf of Forbes, utilizing an algorithm based on qualitative and quantitative criteria. These include in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
Established in 1974, Withum is a national top-ranking public accounting firm providing advisory, tax and audit services to businesses and individuals on a local-to-global scale.
Withum also is a member of HLB International, a worldwide network of independent professional accounting firms and business advisers committed to assisting clients to build and expand globally.