As a Wealth Strategist, Jim is focused on developing the wealth management strategies for business owners and executives and for professionals at all stages of their life’s journey. He starts this process with a thorough understanding of where you are and where you want to proceed with your wealth management needs.
With many years of business experience with large corporations as well as small businesses and as a CEO and Managing Partner of his own business, Jim can relate to where you are in your business or as an individual striving to meet what seem to be ever pressing challenges.
He has a Bachelors Degree in Electrical Engineering from the Virginia Military Institute and has passed the Series 65, Uniform Investment Adviser Law Exam.
Jim is a long term resident of Lexington, Massachusetts with interest in Town Governance (25 year Town Meeting member) and with a dedication to improving our environment, is currently a member of the Lexington Tree Committee, serving since its inception in 2000. His two adult children live and work in the Boston area. Jim is blessed with 3 grandchildren.
He looks forward to the privilege of working with you in developing your wealth management plans for a secure future.
Many of Jim’s clients live in Lexington MA, Arlington MA, Bedford MA, Concord MA, Weston MA, Winchester MA, and New Hampshire.