Families with substantial wealth often lead complex financial lives. Fischer, James and Associates are dedicated to helping these families achieve the life goals they envision through strategies to grow and preserve wealth and pass it along to future generations.

The journey through life can bring many challenges, from the expected (such as educating children or preparing for retirement) to the unforeseen (such as divorce, disability or the death of a spouse). We are attuned to these challenges and committed to helping you prepare financially to meet them.

Our approach is collaborative. We work closely with clients to understand their financial goals and concerns, and then draw on our individual and collective experience to tailor strategies to specific wealth management needs. We seek to provide thoughtful, insightful guidance on the financial matters that are most meaningful to you — from investment management strategies to home financing through Bank of America, N.A., and assistance with liabilities to wealth transfer and retirement income planning strategies based on your anticipated lifestyle.

We believe in building long-term relationships based on transparency and trust. We are committed to working within your financial strategy and we will assist you with any course corrections in your wealth management "road map" as important changes occur in your life. Our over-arching goal is to provide the financial guidance you need to pursue your life on your terms.

*NMLS ID 589601