After researching several firms in the industry, Jim felt aligned with Strategies for Wealth’s unique, holistic, time-tested financial approach… a philosophy of making sure you, your family and your assets are protected… a philosophy that helps you and your family live fearlessly.
Prior to starting at Strategies for Wealth Jim was a Real Estate executive, built and sold a successful construction company, and worked on Wall Street for 15 years.
He is also a Mindfulness Based Stress Reduction practitioner and instructor. He has worked with a wide range of clients including: Fortune 500 companies, top hedge funds, c-suite individuals, prestigious schools and NCAA athletes.
Jim lives in Manhattan with his wife and two kids. He is an avid sports fan, enjoys cooking, exploring NY restaurants, the beach and spending time with his family.
Education and Training
- Cornell University, Bachelor of Arts Government
- NYU Masters in Real Estate Finance
- Life, Accident and Health Licensed
Strategies for Wealth is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.