• 2013 New Jersey Five Star Wealth Managers Announced

    Area Wealth Managers Qualify for Award Based on Research

    Minneapolis, January 1, 2013– Five Star Professional has named Brian J. Power, CFP®, AIF®, M.S., a Scotch Plains, N.J. resident and Principal of Gateway Advisory, L.L.C. in Westfield , N.J., a New Jersey recipient of the 2013 Five Star Wealth Manager award. The award winners appear in a special section in the January issue of New Jersey Monthly.

    Five Star Professional partnered with New Jersey Monthly to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than two percent of the 51,400 wealth managers in the New Jersey area were selected.

    Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to more than 9,400 registered financial services professionals and all identified financial service companies in the New Jersey area that are registered with FINRA or the SEC. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.

    Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. for more information, go to: www.fivestarprofessional.com

Access to this website is provided by Gateway Advisory, LLC (“Gateway” or the “Firm”) for informational purposes only and comes without any warranties, express or implied, with regard to the accuracy, completeness or timeliness of any content contained herein or contained on any third party website linked to from this website.

All investment advisory services are offered through Gateway, a federally registered investment adviser that maintains a principal office in the State of New Jersey. Investing involves risk and past performance may not be indicative of future results. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Gateway or any person associated with the Firm has achieved a certain level of skill or training. Gateway and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which the Firm maintains clients. Gateway may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Gateway’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. No portion of any statement is to be construed as an offer or solicitation to buy or sell a security, or the provision of personalized investment, tax or legal advice. Any subsequent, direct communication by Gateway with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about Gateway, please consult the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.

These materials have been independently produced by Gateway Advisory LLC. Gateway Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (Schwab). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Gateway Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.