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Helping You Achieve Your Retirement Income Goals With Reduced Risk
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Comprehensive wealth management strategies |
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Focused on cultivating multigenerational relationships |
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Portfolios uniquely tailored to fit our clients’ needs |
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Areas of Focus: Wealth Preservation and Retirement Income |
The Constantine Consulting Group of Wells Fargo Advisors is a wealth management practice, located in Northern New Jersey that works with uniquely successful families, business owners, trusts and endowments across the country. We utilize a proprietary process to determine what is important to our clients, and we help them determine their financial road map.
We then create a customized, written investment plan that is tailored to their specific goals and implement strategies to help achieve their goals with reduced risk. This strategy incorporates all pieces of the financial puzzle, including insurance, estate investment planning, liability management and taxes.
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Areas of Focus
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Map
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see the introduction section
for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 1211-1579A 12/11]
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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