Jim’s unique approach to financial planning has deep roots in his thirty years of experience in owning and operating small to medium size businesses. His past success facilitated a smooth transition into his current role in wealth management. Client endorsements say Jim is a results-oriented and detailed advisor providing a high quality of service.
Jim focuses on short and long term planning, portfolio management, capital investments, acquisitions, group benefits, insurance needs and staffing. He offers personalized financial solutions with a sensible approach to wealth accumulation, retention and distribution. These solutions will inevitably involve structured investment plans, wealth protection mandates, tax implications, philanthropic giving components and effective succession concepts and estate planning.
Jim has an appreciation that business owners have a different challenge in positioning revenues which will enhance and protect their assets. Whether you are a family planning for the future, or a business owner needing to grow and protect your interest, Jim and his team firmly believe in “PLANNING TODAY – IMPACTING TOMORROW”