The James Group is a goals-based wealth management team dedicated to serving a select number of families, business owners, family offices, foundations and endowments. Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals. Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals and concerns of clients. We strive to provide an exceptional client experience. Our hope is to have a meaningful and lasting impact on the lives of clients, their families and the institutions' assets they are responsible for.
As part of the firm’s belief in the value of advanced training and staff enrichment to better serve clients, the team have pursued many advanced designations and certifications. These concentrations provide The James Group with additional depth and skill in key areas, including investment management, cash flow strategies, liability management, retirement planning, estate planning services, access to banking services through Bank of America, insurance and advising parents with children with disabilities or special needs and women in transition.