Services For Individuals

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Investment Management

We create a financial plan based on your needs and goals, then build a portfolio to match.

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Wealth Management

Your journey to a balanced financial life starts here.

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Estate and Legacy Planning

Create a legacy for the individuals and causes that are most important to you.

Financial Planning

Tailored assistance to help you achieve your goals.

At James Investment, we believe a financial plan is the bedrock of wealth prosperity. Our dedicated team will spend time getting to know you, your family and your goals to develop a comprehensive plan tailored to your needs.


Transition to the next chapter of your life with a sense of clarity and assurance.

We’ll create a well-defined plan to uphold your desired retirement lifestyle. Financial freedom during retirement is a common and achievable goal of those approaching their golden years.

Strategic Tax Planning

Intuitive tax strategies to help you retain more of your assets.

Combining personalized tax guidance with your overall wealth management and financial planning strategies ensures that every aspect of your financial life is integrated and working together to help maximize your wealth. Tax laws are complex and constantly changing, so we factor in various potential tax implications when making decisions.

Insurance Needs Planning

Customizing your coverage to help protect your assets.

Our team will assess your unique risks and create a personalized plan tailored to help safeguard your assets and ensure the safety of your family.

Let’s Talk

Contact us today to speak with a James Investment team member and learn more about how our solutions could be right for you.