For over 30 years, Jim has been a trusted partner in working with many high net worth investors and families in the region. From the most complicated estate planning projects to the most sophisticated investment strategies, Jim has always recognized that serving as an advisor in any capacity is first and foremost a privilege. The responsibility advisors are given to protect, preserve and grow client wealth is built on a foundation of trust built over time. Jim knows it is tremendously rewarding to help clients and families manage their financial lives. Jim and his team pledge to always act with integrity and honesty on behalf of their clients. As one of the very first SEC-registered inves