MACRO Consulting Group is pleased to announce that three members of our distinguished team have been named "Five Star Wealth Managers" as seen in New Jersey Monthly magazine. Senior Partner Mark Cortazzo, CFP®, CIMA®; Partner Nick Spagnoletti, Jr., CFP®; and Senior Financial Advisor Tom Moyer, CFP® have all been recognized for their outstanding work in the field of wealth management.
Comprehensive research was conducted by Five Star Professional, an independent research firm, in association with New Jersey Monthly, in naming this year’s selections. To be considered for Five Star distinction, candidates are identified by one of three sources: firm nomination, peer nomination or prequalification based on industry standing. Once identified, nominees are held to a set of five required eligibility criteria, and then an additional five evaluation criteria are also considered. Candidates must be credentialed and actively employed as such; have a favorable regulatory and compliant history review; have fulfilled their firm review based on internal firm standards; and be accepting of new clients.
In addition to being named a “Five Star Wealth Manager” for eight consecutive years, Mark has received many other prestigious accolades over the course of his career. Forbes has recognized him as one of America’s Top Wealth Advisors, as well as a Best-in-State Advisor. He has also been named to the Barron's Top Advisor List for nine years. Other achievements include Top Advisor lists by Worth, Fortune, Reuters, Financial Times, Registered Rep, and Medical Economics.
Nick has been a member of MACRO Consulting Group for nearly 15 years and has been recognized as a “Five Star Wealth Manager” for eight of those years, thanks to his expertise in the areas of pre-retirement and retirement planning.
Tom has more than 20 years of experience in the financial services industry and is an expert in planning, wealth distribution management, stock options, deferred compensation and equity compensation planning. This is the fourth consecutive year Tom has been named a “Five Star Wealth Manager.”
At MACRO, we are proud of all that our team has accomplished. To begin working with one of our advisors, contact us today to schedule a consultation.
The Five Star Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. Award winners include Mark Cortazzo (2012-2019), Nick Spagnoletti, Jr. (2012-2019) and Tom Moyer (2016-2019). For additional information on all accolades, please visit the Accolades page on our website.