Jay Gilston, CWS®, NSSA®

Helping You Pursue Your Financial Goals Through Wealth Preservation and Growth

Since 1988, Jay Gilston has built a reputation throughout the New Jersey and New York metropolitan areas for delivering sound financial guidance and exceptional client service.

Guiding You Through Complex Financial Decisions

Navigating today’s financial landscape can be overwhelming. With an abundance of information and choices, it’s easy to feel uncertain about the best path forward. Whether you’re a pre-retiree, business owner, corporate executive, or professional, Jay helps you cut through the noise by offering clear, actionable strategies tailored to your unique goals. His goal is to simplify the decision-making process and empower you to move forward with confidence.

A Strategic Approach to Wealth Management

Jay is committed to helping his clients live the life they envision. His approach goes beyond standard products and services, focusing instead on underutilized strategies that can deliver real value. Jay believes long-term financial success stems from applying the right techniques to your individual situation—not just from having access to the right tools.

He is part of an elite group of financial professionals who have earned the Certified Wealth Strategist® (CWS) designation through the Cannon Financial Institute. In addition, he holds the National Social Security Advisor (NSSA®) designation, enabling him to help clients maximize their Social Security benefits and improve financial security throughout retirement.  He is also Life and Health licensed in multiple states throughout the US.

Meet Jay

A New Jersey native, Jay lives in Monmouth County with his wife, Jill, and their two daughters, Lily and Ava. Outside of work, Jay enjoys quality time with family, staying active, and unwinding at the Jersey Shore. He also has a passion for cooking and loves preparing meals to share with family and friends.