Our firm was founded on the principles of honesty, integrity, and trust. One of our most important values is acting in the best interest of our clients, which is why I welcome the question, "Are you a fiduciary?" Long before the word fiduciary became a popular term in the financial industry, I founded our firm around this principle and we will continue to serve our clients using the fiduciary standard, always putting their interests before our own.
We believe that acting as fiduciaries means more than just meeting obligations; it’s about providing professional, customized advice that puts your financial well-being first. This approach guides every decision we make and every recommendation we offer.
Over the years, I have developed a deep passion for health and wellness, which combined with my extensive career in finance, inspired me to write a book called “A Comprehensive Guide to Health and Wealth Management for a Worry-Free Retirement.” It’s my belief that, much like achieving optimal health, financial success requires planning, taking action, and the discipline to stay the course.
At LWM, we embrace these principles when working with our clients. We serve as the financial director for our clients, by managing their finances and creating a personalized comprehensive wealth management plan with tailored recommendations and clear action steps to help our clients pursue their financial goals.
Working with a professional advisor who truly cares about your success can make all the difference. That’s what we strive to be a firm committed to guiding you through every step of your financial journey. To get started, schedule your complimentary consultation today.
Background:
James has been in the financial service industry since 1989. His years of investment experience have enabled him to guide his clients and simplify their financial lives by providing sound personalized strategies and advice. He utilizes his extensive experience to form comprehensive personalized wealth management strategies to help clients pursue their financial goals.
His experience also tells him that there isn't a single blueprint that works for everyone. Ultimately, the success of a client's plan depends on how accurately it reflects their goals and objectives. By taking a comprehensive assessment of a client's current situation, he helps them prioritize their goals and develop a workable strategy with clear action steps and timetables.
James holds a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU) designation from the American College. He received his Bachelor of Science in Business Administration from Monmouth University. He is a member of the Financial Services Institute whose mission is to ensure that all individuals have access to competent and affordable financial services.
Before moving to Florida, James was a recipient of the prestigious New Jersey Five Star Wealth Manager Award* for 10 consecutive years (2013-2022).
In his free time, James enjoys playing tennis and pickleball, and reading about health and nutrition. He resides in Palm City, FL with his wife, Gail.
*Award based on 10 objective criteria associated with providing quality services to clients, such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.