Awards and Recognition

The CMT Association | Eastern Monmouth County Chamber of Commerce | Financial Planning Association | Monmouth Ocean Development Council

It means a lot to be acknowledged for the work that we do for our clients, our employees, and our community. Here are a few of the organizations from which we are members:

  • The CMT Association
  • Eastern Monmouth County Chamber of Commerce
  • Financial Planning Association
  • Monmouth Ocean Development Council

FORBES BEST IN STATE WEALTH ADVISORS - THOMAS P. MIMNAUGH, CFP®

FORBES BEST IN STATE WEALTH ADVISORS – 2021 – 2022 – 2023 – 2024 – 2025 – THOMAS P. MIMNAUGH, CFP®, MANAGING PARTNER, PRIVATE WEALTH FINANCIAL ADVISOR

2024 Forbes Best-in-State Wealth Management Teams Ranking

Forbes Best-In-State Wealth Advisors disclosure: 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-in-State Wealth Management Teams: awarded January 2024: Data compiled by Shook Research LLC based on the time period from 3/31/22-3/31/23. (Source: Fobes.com) The Forbes Best-in State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

FORBES BEST IN STATE WEALTH ADVISORS - SEBASTIAN MESSINA, CFP®, CMT

FORBES BEST IN STATE WEALTH ADVISORS – 2020 – 2021 – 2022 – 2023 – 2024 – 2025 – Sebastian Messina, CFP®, CMT, MANAGING PRINCIPAL – PRIVATE WEALTH FINANCIAL ADVISOR

2024 Forbes Best-in-State Wealth Management Teams Ranking

Forbes Best-In-State Wealth Advisors disclosure: 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-in-State Wealth Management Teams: awarded January 2024: Data compiled by Shook Research LLC based on the time period from 3/31/22-3/31/23. (Source: Fobes.com) The Forbes Best-in State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

FORBES BEST IN STATE WEALTH ADVISORS - ANTHONY MESSINA CFP® CLU®

FORBES BEST IN STATE WEALTH ADVISORS – 2021 – 2022 – 2023 – 2024 – 2025 – ANTHONY MESSINA, CFP®, CLU® MANAGING PRINCIPAL, PRIVATE WEALTH FINANCIAL ADVISOR

2024 Forbes Best-in-State Wealth Management Teams Ranking

Forbes Best-In-State Wealth Advisors disclosure: 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-in-State Wealth Management Teams: awarded January 2024: Data compiled by Shook Research LLC based on the time period from 3/31/22-3/31/23. (Source: Fobes.com) The Forbes Best-in State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

FORBES BEST IN STATE WEALTH ADVISORS - PHIIP A,. FERRARO, CFP®

FORBES BEST IN STATE WEALTH ADVISORS – 2021 – 2022 – 2023 – 2024 – 2025 – PHILIP A. FERRARO, CFP®, MANAGING PRINCIPAL, PRIVATE WEALTH FINANCIAL ADVISOR

2024 Forbes Best-in-State Wealth Management Teams Ranking

Forbes Best-In-State Wealth Advisors disclosure: 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-in-State Wealth Management Teams: awarded January 2024: Data compiled by Shook Research LLC based on the time period from 3/31/22-3/31/23. (Source: Fobes.com) The Forbes Best-in State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

FORBES BEST IN STATE WEALTH ADVISORS - MARK THOMPSON, CFP®

FORBES BEST IN STATE WEALTH ADVISORS – 2021 – 2022 – 2023 – 2024 – 2025 – MARK THOMPSON, CFP®, MANAGING PRINCIPAL, PRIVATE WEALTH FINANCIAL ADVISOR

2024 Forbes Best-in-State Wealth Management Teams Ranking

Forbes Best-In-State Wealth Advisors disclosure: 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Forbes Best-in-State Wealth Management Teams: awarded January 2024: Data compiled by Shook Research LLC based on the time period from 3/31/22-3/31/23. (Source: Fobes.com) The Forbes Best-in State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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