Intro To Wealth Management

Wealth Management is really about making the most of your hard earned dollars. One of the ways James has been doing this over the last 50 years has been managing investments. We want to take that a step further; look at your goals, and how you can achieve them. Join us as we discuss how James Wealth Management can help you take a proactive approach to reaching your goals.

About The Speakers

Beth Handwerker, CFP®, JD
Estate & Financial Planner

Neil Craft
Client Relationship Manager


Typical Allocation Range

Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%

Small, mid, and large cap stocks
Benchmark: 25% Russell 1000® Index , 25% Russell 2000® Index and 50% Bloomberg Barclays Aggregate U.S. Intermediate Government/Credit Bond Index

The Balanced strategy has a target range of 40% - 70% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.

Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.

We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.