Five Star award winner John Anderson, CLU

PROFESSIONAL PROFILE

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John Anderson, CLU

Managing Principal

Tempewick Wealth Management

177 Madison Avenue

Morristown, NJ 07960

Office: 973-285-1000

Cell: 201-401-2346

ja@tempewickinvestments.com
www.tempewick.com

Professional Approach

Mr. Anderson is a Chartered Life Underwriter, Founder and Managing Principal of Tempewick Wealth Management with thirty years of experience providing income and estate tax planning, pension, and business planning counsel to ultra-high net worth individuals and their families, professionals, financial and legal advisors.

Prior to forming Tempewick Wealth Management LLC in 2006, Mr. Anderson developed both the legal and regulatory entities required to distribute insurance derivative products for WR Insurance Agency where he also was President.

From 1994 to 2004, Mr Anderson was Vice President and Insurance Advisor for the J.P. Morgan Private Bank. At J.P. Morgan, Mr. Anderson worked in tandem with other client advisors, particularly law firms, bank relationship managers, and bank wealth advisors to design and implement plans for wealth accumulation, conservation, and transfer using many cutting edge income and estate planning techniques.

Mr. Anderson is a Five Star Wealth Manager award recipient (2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024) and has been an active member of the Northern New Jersey Estate Planning Council since 2001. Mr. Anderson is a member of The Forum 400, Million Dollar Round Table Top of the Table, Finseca, and the Society of Financial Services Professionals.

Mr. Anderson has been featured in The Wall Street Journal, Forbes, New Jersey Monthly Magazine and is a frequent speaker on the topic of trust owned life insurance, business succession, estate planning, charitable giving, and taxation.

Mr. Anderson and his wife Beth reside with their two children, Jack and Charles, in Chester, NJ where he is active in township athletics, an avid golfer, several charitable organizations, and their local church.

See Accomplishments

This award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.

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Based in Morristown, NJ, Tempewick Wealth Management is a boutique wealth advisory firm with over 60 years of collective experience. Tempewick’s professionals specialize in estate and insurance planning, business succession and wealth transfer. The firm helps its clients grow and ultimately transfer their wealth through a variety of services and in cooperation with their client’s existing advisory team.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Tempewick Wealth Management is not affiliated with Kestra IS or Kestra AS.

https://bit.ly/KF-Disclosures

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.