Broker Check

Call to Schedule an Appointment

Jay Gilston, CWS®, NSSA®

Jay Gilston, CWS®, NSSA®

Financial Planner/Managing Partner, Certified Wealth Strategist, National Social Security Advisor Certificate Holder

Helping You Pursue Your Financial Goals Through Wealth Preservation & Growth

Since 1988, Jay has earned a reputation throughout the New Jersey and New York Metropolitan areas for providing sound financial advice and superior client service.

Helping Your Navigate Through Complex Financial Times

Of the numerous financial decisions you will face and must make, choosing which ones are right for you can be complex and time- consuming. Whether you are a business owner, corporate executive or professional, information overload can lead to indecision and financial paralysis. Jay empowers you to take full control and overcome the complexity of the financial world by providing easy to understand, easy to follow, and easy to implement financial models and strategies.

Financial Approach

Jay wants to see his clients enjoying life and living the lifestyle they desire. To help, he provides invaluable advice and takes advantage of financial techniques that are present, but not widely utilized. He believes, that at the end of the day, it isn’t about products and services; instead, it’s about the techniques and strategies that surround these products and services that help to create a secure future. He is among an elite group of financial professionals who has obtained the Certified Wealth Strategist designation, administered by Cannon Financial Institute. He has achieved the National Social Security Advisor designation from the National Social Security Association LLC in Cincinnati.  This designation will help our clients improve their financial security during retirement years through maximization of Social Security benefits.

A native of New Jersey, Jay resides in Monmouth County with his wife Jill, their two daughters, Lily and Ava, and Standard poodle, Ally. He enjoys spending time with his family, exercising, and wine collecting.

Discover How Legacy Wealth Advisors Can Help Make Your Financial Goals a Reality

Contact Jay Gilston for a complimentary wealth management consultation.