James McGinness

What does it mean to be an advisor, counselor, consultant and coach? I want to help you simplify and secure your wealth to have confidence the path you are on is the best one for you. Through our process, we go beyond advising. As your guide, we will co-create your plan based on your values, priorities, preferences, goals and more. Through on-going monitoring and conversations, we’ll navigate life’s twists and turns, adjusting as it unfolds. Additionally, I help you and your loved ones create lasting habits and belief systems to become good stewards of wealth through behavioral coaching. I focus on serving the unique needs of: - high-net-worth individuals- business owners- entrepreneurs- suddenly single individuals as a result of death and divorce As your trusted advisor, I work in coor...