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Featured Business Financial Advisor in Roseland, NJ
Roseland Financial Advisors
Wealth Health LLC
5 Becker Rd
Roseland, NJ 07068
(973) 535-9577
“Wealth Health”
Advisor Profile
James J. Di Gesu
Name:  James J. Di Gesu
Phone Number:  (973) 535-9577
Website:  Visit Website

About Wealth Health LLC

At Wealth Health, our services are designed to simplify the complex and daunting challenges of managing your personal finances. We offer affluent individuals a solution to coordinating financial management among multiple advisors. Wealth Health enables you to centralize financial planning and wealth management at one highly focused, objective and experienced resource.
 

General Information

Name of Broker/Dealer:    Fidelity
Name of Custodial Firm:    Fidelity
States Willing to do Business in:    Allendale,Alpine,Astoria,Avenel,Basking Ridge,Bayonne,Bedminster,Bergenfield,Berkeley Heights,Bernardsville,Blauvelt,Bloomfield,Bloomingdale,Boonton,Bound Brook,Bridgewater,Bronx,Brooklyn,Budd Lake,Butler,Carteret,Cedar Grove,Cedar Knolls,Chatham,Chester,Cliffside Park,Clifton,Closter,College Point,Corona,Cranford,Cresskill,Demarest,Denville,Dover,Dumont,Dunellen,East Elmhurst,East Orange,Edgewater,Edison,Elizabeth,Elizabethport,Elmhurst,Elmwood Park,Emerson,Englewood,Englewood Cliffs,Fair Lawn,Fairview,Fanwood,Far Hills,Flanders,Florham Park,Fords,Forest Hills,Fort Lee,Franklin Lakes,Garfield,Garwood,Gillette,Gladstone,Glen Ridge,Glen Rock,Green Village,Hackensack,Haledon,Harrington Park,Harrison,Haskell,Haworth,Hawthorne,Hewitt,Hibernia,Highland Park,Hillburn,Hillsdale,Ho Ho Kus,Hoboken,Hopatcong,Iselin,Jackson Heights,Jersey City,Kearny,Keasbey,Kenilworth,Kenvil,Lake Hiawatha,Lake Hopatcong,Landing,Ledgewood,Lincoln Park,Linden,Little Falls,Little Ferry,Lodi,Long Island City,Madison,Mahwah,Manville,Maplewood,Martinsville,Maspeth,Mendham,Metuchen,Middle Village,Middlesex,Midland Park,Millburn,Millington,Mine Hill,Monsey,Montclair,Montvale,Montville,Morris Plains,Morristown,Mount Arlington,Mount Freedom,Mount Tabor,Mountain Lakes,Nanuet,Netcong,New Brunswick,New Milford,New Providence,New Vernon,New York,Newark,Newfoundland,North Bergen,Norwood,Oak Ridge,Oakland,Ogdensburg,Oldwick,Oradell,Orange,Orangeburg,Palisades,Palisades Park,Paramus,Park Ridge,Parlin,Parsippany,Passaic,Paterson,Peapack,Pearl River,Pequannock,Perth Amboy,Piermont,Pine Brook,Piscataway,Plainfield,Pompton Lakes,Pompton Plains,Port Reading,Pottersville,Rahway,Ramsey,Randolph,Raritan,Rego Park,Ridgefield,Ridgefield Park,Ridgewood,Ringwood,River Edge,Riverdale,Rochelle Park,Rockaway,Rutherford,Saddle River,Sayreville,Scotch Plains,Secaucus,Sewaren,Short Hills,Sloatsburg,Somerset,South Amboy,South Bound Brook,South Orange,South Plainfield,Sparkill,Sparta,Spring Valley,Springfield,Stanhope,Staten Island,Stirling,Stockholm,Succasunna,Suffern,Summit,Sunnyside,Tappan,Teaneck,Tenafly,Totowa,Towaco,Union,Union City,Vauxhall,Waldwick,Wanaque,Wayne,West Milford,West New York,Westfield,Westwood,Wharton,Whippany,Woodbridge,Woodhaven,Woodside,Wyckoff,Yonkers,All 50 States
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    5
I work with the following types of clients:    Corporate Executives, Professionals, Businesses, Individual Investors
 

Services

Investment Types:    Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your home, At your office, At my office
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), New Jersey Society of CPA's
Non-Financial Organization Memberships:    Commerce and Industry of NJ,
Northern NJ Community Bankers,
Meadowlands Chamber of Commerce
 

Firm Information

Firm's Number of Clients:    350
Firm's Number of Planning Clients:    350
Firm's Number of Managed Clients:    350
Assets Managed by Firm:    $385,000,000
Assets Managed by Advisor:    $25,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $1 million
Compensation Methods:    Flat Fee, Based on Assets
Fee % Based on Assets:    .5 to 1.0
Minimum Fee Charged for Hourly Planning Accounts:    4500
 
 
 
Prepared By: James J. Di Gesu

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