Financial planning, customized to help your wealth live a life of meaning. James brings a deeply personal approach to wealth management, crafting strategies that grow with you through every season.
About James
My goal is to understand what is important to you so that we can personalize strategies to help you pursue your short-term and long-term goals. We will create a financial plan together that reflects your family, your values and your aspirations, so you can work toward living in your dream retirement.
What I Offer
Six areas of deep expertise — each designed with a goal to preserve, grow, and transfer your wealth across every stage of life.
Disciplined, goal-driven portfolio construction tailored to your risk tolerance, timeline, and long-term aspirations.
Comprehensive strategies to help you retire on your terms — with confidence, independence, and the freedom you've earned.
Help your employees build for the future while taking advantage of tax-efficient strategies for your business.
Give your children and grandchildren the gift of education with tax-advantaged savings strategies.
Preserve what you've built and ensure your wealth transfers to the people and causes that matter most to you.
Protect your family's financial future with the right coverage designed around your unique needs and goals.
How It Works
We start with a conversation to understand your goals, concerns, timeline, and values before any recommendation is made.
A personalized financial plan built around your life. Every recommendation is backed by analysis and fully aligned with what matters most to you.
We put the plan into motion together making sure that you feel confident, comfortable and in control to support your goals.
Life changes — your plan should too. Regular check-ins keep your strategy current, proactive, and always working for you.
Rooted in Delaware
James believes financial empowerment starts in the community. His work extends well beyond the office into schools, sports teams, and local events that benefit the community.
Over 14 years of coaching experience, creating leaders for tomorrow and investing in the next generation on and off the field.
Partnering with local school districts to teach students the fundamentals of personal finance — building habits that last a lifetime.
Staying connected to the University of Delaware community.
"My goal is simple: help people build wealth, live generously, and leave a legacy — in this community and beyond."
Get Started
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