A Holistic Approach
Comprehensive Wealth Management
We take a holistic approach integrating investment and financial planning, estate planning, and tax strategies into a seamless plan. This personalized roadmap empowers you to make informed decisions and confidently navigate your financial future.
Financial Planning
Helping you reach your goals with simple, personalized planning and tailored investment strategies. Learn More
Charitable Planning
Optimize your charitable giving with strategic planning and maximize financial benefits. Learn More
Retirement Planning
We can help project your future expenses and income, laying a solid foundation for your retirement plan. Learn More
Insurance Guidance
Help secure your future with insurance advice tailored to support your assets and financial well-being. Learn More
Estate & Trust Planning
Secure your legacy with personalized estate planning designed to help protect your assets and ensure your wishes are met. Learn More
Major Life Events
Guiding you through life’s pivotal moments with financial strategies for education, debt, mortgages, and more. Learn More
Strategic Tax Planning
Maximize your savings with personalized tax strategies designed to help you keep more of your assets. Learn More
Tailored Wealth Planning
Your Strategic Partner
Whether you already have clear goals in mind or are just starting, we’ll help you create a wealth plan aligned with your dreams—often uncovering opportunities you might not have expected.
We’re here to provide guidance and support as you make key decisions. Our team of professionals uses a variety of financial planning tools to help guide you to financial freedom, navigating each stage of life together.
A 50-year Proven Investment Discipline
Long-tenured Management Team
Client-First Focus
Stay Connected: Online, Phone and In-Person
Through turbulent markets and major life events, we’re here to be your trusted, long-term advisor.
Questions to Ask
What Questions Should I Ask About Managing My Wealth?
Managing wealth can be confusing, but we’re here to help. Here are some key questions to ask our advisors:
- Is my investment portfolio aligned with my needs, objectives, and goals?
- How can I track and monitor my financial progress?
- Am I taking retirement distributions in the most effective way?
- Do I need a trust since a will doesn’t avoid probate?
- How can I minimize taxes on large required minimum distributions?
- Am I giving to charity in the most strategic way?
And many more!
Schedule a consultation with a James Investment advisor today to start achieving your financial goals.
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