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Environmental portrait of John A. Anderson

John A. Anderson, CLU

Founder and Managing Principal

(973) 285-1000 x3001  ·  ja@tempewickinvestments.com

01Background

John Anderson founded Tempewick Wealth Management in 2006 after a career at one of the most demanding institutions in American private banking. As Vice President at J.P. Morgan Private Bank, he worked with ultra-high-net-worth families on the investment, estate, and insurance architecture that the bank's institutional clientele required.

He founded Tempewick to do that same work without the platform constraints of a large institution — independently, on his own terms, for families that wanted the same level of attention without the bureaucracy. Thirty years into a career in this work, his client roster includes families he has now served across two and three generations.

He holds the Chartered Life Underwriter (CLU) designation. He is a member of the Northern New Jersey Estate Planning Council, having served continuously since 2001. He lives in Chester, New Jersey.

02Recognition

A continuous record of independent recognition.

Industry honors of consequence — given for sustained client work, not for marketing presence.

Featured in

"The Wall Street Journal" — a published feature on advisors serving multi-generational ultra-high-net-worth families in the northeast.

Read the original article →

Five Star Wealth Manager — New Jersey

Twelve consecutive years.

  • 2012Five Star Wealth Manager — New Jersey
  • 2013Five Star Wealth Manager — New Jersey
  • 2014Five Star Wealth Manager — New Jersey
  • 2015Five Star Wealth Manager — New Jersey
  • 2016Five Star Wealth Manager — New Jersey
  • 2017Five Star Wealth Manager — New Jersey
  • 2018Five Star Wealth Manager — New Jersey
  • 2019Five Star Wealth Manager — New Jersey
  • 2020Five Star Wealth Manager — New Jersey
  • 2021Five Star Wealth Manager — New Jersey
  • 2022Five Star Wealth Manager — New Jersey
  • 2023Five Star Wealth Manager — New Jersey
  • 2024Five Star Wealth Manager — New Jersey

Awarded by Five Star Professional based on ten objective criteria including client retention, regulatory history, and credentials. Methodology link available.

Forum 400

Membership in the Forum 400, an invitation-only association of the leading life insurance professionals in the United States.

MDRT Top of the Table

Top of the Table is the highest level of Million Dollar Round Table membership, representing the top fraction of one percent of insurance professionals globally.

Alpha Alliance — Philadelphia Financial

Selected membership in Philadelphia Financial's Alpha Alliance program, recognizing firms with sustained expertise in private placement insurance architecture.

03Practice Areas

In estate architecture, I work with families and their attorneys to design structures that will outlast the people creating them. This work is patient. It rewards depth more than speed.

In private placement insurance, I design and administer PPLI and PPVA structures for clients whose tax exposure makes traditional vehicles inefficient. I have spent fifteen years in this work and continue to find it the most technically rewarding part of the practice.

In investment stewardship, I take on discretionary mandates that other firms decline — concentrated positions, complex holdings, and family arrangements that require the strategy and the structure to be designed together.

04Community

Member, Northern New Jersey Estate Planning Council, since 2001. The Council brings together estate attorneys, CPAs, trust officers, and wealth advisors who work in this region. The work I do depends on long relationships with people in this room.

Resident of Chester, New Jersey.

Schedule a private conversation with John directly.

(973) 285-1000 x3001  ·  ja@tempewickinvestments.com