Jay Flamme
Gateway Advisory, LLC
Principal and Chief Financial Officer
Jay Flamme
Gateway Advisory, LLC
Principal and Chief Financial Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jay Flamme
Fee-Only financial planner located in Toms River, NJ, serving clients locally and across the country
Jay Flamme is a fee-only financial advisor with offices in Westfield and Toms River, NJ. As a fee-only, fiduciary, and independent financial advisor, Jay Flamme is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jay Flamme is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Jay was a Senior Portfolio Manager at Merrill Lynch. He continues to cultivate his role as Portfolio Manager at Gateway Advisory. He formulates investment strategies and controls portfolio risk and is hands on with evaluating portfolio managers and the selection of Exchange Traded Funds (ETFs) for our clients. He has over 27 years’ experience in the investment industry.
Jay earned his Bachelors of Arts Degree in Economics from Villanova University.
Jay is president and investment committee member of FASTACT, a non-profit organization dedicated to helping Summit, New Jersey public school system. In his spare time he likes to play golf and work on projects around the house.
Jay is a New Jersey native. He lives in Summit with his wife and 2 children.
Gateway’s Wealth Managers offer hands-on, integrated financial planning and investment services designed to simplify your financial affairs and align them with your family values and aspirations. We believe managing wealth is more than investing — as your trusted advisor we coordinate your whole financial picture, to protect and provide for your family, your legacy, your charitable intentions and future generations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Jay Flamme
Office Locations:
-
236 Washington Street
Suite 1A
Toms River, NJ 8753 -
900 South Avenue West
Westfield, NJ 07090
