Wealth Enhancement, an independent wealth management firm that oversees approximately $42.9B in client assets*, has announced that ten financial advisors from their New Jersey offices received the 2022 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 said, “I’d like to congratulate the 2022 New Jersey-based Five Star Wealth Manager award recipients from our Warren and Parsippany offices. These advisors and their teams work hard every day to create long-term partnerships with clients.”

2022 New Jersey Five Star Wealth Manager award recipients are:

• Mark Cortazzo, eleven-year winner (2012-2022)
• Ray A. Hawkins, five-year winner (2016-2018, 2021-2022)
• Peter C. Hoglund, five-year winner (2018-2022)
• Bret S. Kaye, first-year winner (2022)
• Maura Mallaney, two-year winner (2021-2022)
• Tom Moyer, seven-year winner (2016-2022)
• Peter Needham, ten-year winner (2013-2022)
• Chris Schiffer, three-year winner (2020-2022)
• Gary Shor, four-year winner (2014-2016, 2022)
• Alex Vaccarella, first-year winner (2022)

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. 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.

About Wealth Enhancement

Wealth Enhancement is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement serves clients nationwide. Wealth Enhancement 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: 
Marianne Gebhardt, Sr Marketing Communications Manager 
mgebhardt@wealthenhancement.com 

*Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $42.9B in client brokerage and advisory assets as of 10/31/21.

**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.