Specialties: Working with ultra high net worth individuals to coordinate and simplify the otherwise complex areas of estate planning, investment advising, insurance planning, and tax planning into one cohesive plan.
Jim Dowling
Partner, Founder
Altium Wealth
United States, New York, Purchase
About Me
Profile Information
Partner, Founder
Altium Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Purchase
New York
United States
Oct 2, 2024
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