How We Help Clients

When you hire the James Wealth Management Team, we will provide you with these services:

  • Inheritance planning
  • Estate document collaboration
  • Legacy planning
  • Family estate planning meetings
  • Gifting strategies
  • Social Security / Medicare benefits analysis
  • Long-term cash flow planning
  • 401(k) plan asset allocation analysis
  • IRA withdrawals & Required Minimum Distribution (RMD) strategies
  • Pension benefit election analysis
  • 401(k) & 403(b) plans
  • Employer tax breaks & financial incentives
  • 401(k) Oversight of all plan investments
  • Customized participant communication & education
  • Complimentary wealth management consultation for plan participants
  • Risk tolerance / goals & core values assessment
  • Stock & bond portfolios designed to help meet your goals and align with your core values
  • Active asset allocation & portfolio rebalancing
  • Tax loss harvesting
  • Collaboration on tax issues with an Accountant as needed
  • Tax minimization strategies
  • Charitable gifting strategies
  • Roth IRA conversion analysis
  • Multi-generational tax strategies
  • Tax efficient distribution planning
  • Education planning & student loan advice
  • Savings & budgeting strategies
  • Mortgage & debt analysis
  • Financial analysis during divorce
  • Evaluate current insurance needs
  • Long-term care insurance analysis

Your Strategic Partner

Whether you already have goals in mind or are just getting started, we’ll help you create a wealth plan that is aligned with your dreams, and perhaps even discover opportunities you may have not expected.

We are by your side providing guidance and support as you make key decisions. With a variety of financial planning tools, our team of professionals will help guide you on your path to financial freedom. By creating your plan, we will help you navigate through each stage of life and help you take control of your future.

Services Include:

A 50-year Proven Investment Discipline

Long-tenured Management Team

Team Focus: Putting Clients First

We Stay Connected: Online, Phone and In-Person

Your Dedicated James Investment Team

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We Can Help Answer…

  • When and how to pass assets to future generations to meet your wishes and minimize potential taxes
  • Whether Roth conversions are beneficial for your situation
  • Whether your charitable giving is being done in the most advantageous way 
  • If you’re on track to achieve your financial goals 
  • And more

Schedule your consultation today to speak with a James Investment advisor and get started on your path to achieving your financial goals.

Schedule a Consultation

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