"The common denominator to effectively working with any client’s wealth, regardless of status, is to meet the client right where they are – physically, financially and emotionally."
MaxFacts
- Education: Conneticut College BA English and Government, University of Conneticut School of Law Juris Doctor Degree
- Specialties: Estate, tax risk & tax management and charitable planning
- Licenses: Series 6, 7, 24, 26, 63, 66 registrations held through LPL Financial, FL Life, Health licensed. Chartered Life Underwriter® (CLU®) Designation
About James
I’ve spent most of my professional career helping clients mange risk, manage taxes and other costs associated with managing wealth. I’ve worked with clients just beginning the process of saving for retirement or education, as well as with those who have achieved success beyond their wildest dreams.
Throughout my career, I’ve worked toward helping clients effectively deploy investment and planning strategies, strive to improve the tax efficiency of their retirement savings and income plans, manage and address clients’ estate tax liabilities, and helped clients create and efficiently distribute estates both to their heirs and to charities of their choice.
As an advisor, I help clients define their own vision of prosperity, and then help them work toward achieving it. If you want to retire on your own terms, I can help. If you want to create a working balance between retirement living and creating a legacy for family members or a charity, I can help. If you want to fund education for your children, grandchildren, or even yourself, I can help.
Prior to moving to Florida, I was active in leadership roles at my hometown church in Norwell, MA. I was a member of Council and Stewardship Ministries, but my real passion is educating children. I taught Sunday school for many years and expect to establish similar involvement again in Bonita Springs.
In my leadership role at MaxWealth Management located at Lake Michigan Credit Union, my sole focus is the prosperity of our clients.
Branches Covered:
Bonita Springs, Cape Coral Parkway, Estero, Fort Myers, Port Charlotte, Sun City Center