As an Associate Financial Advisor, James supports RZ Wealth’s implementation of investment strategies and portfolio management as well as conducting Ad hoc research and producing reports for tax planning, retirement planning, insurance products, and investment strategies. He supports RZ Wealth’s implementation of investment strategies and portfolio management through the use of Chaikin Analytics, Morningstar, and TD Ameritrade’s Thinkpipes. James has extensive training in Thinkpipes, an options and equity trading platform offered through TD Ameritrade, Morningstar analytics best known for its star rating system, Salesforce, a well-known and robust customer relationship management system, Orion Advisor Services, a portfolio accounting and management tool and eMoney, a 2017 Wealth Management Industry Award multiple winner for Wealth Management Technology owned by the acclaimed Fidelity Investments Company of Boston.
James graduated from West Chester University with a Bachelor of Science degree in Finance and Business Management.
James supports RZ Wealth’s acutely focused client services which includes: Portfolio Management; Risk Management; Liability Management; Tax Management; Retirement Planning; Education Funding; Wealth Transfer Techniques; Tax Efficient Investment Strategies; Employee Benefits; Life Insurance; Long Term Care; Defined Benefit, Profit Sharing Plans and 401K Accounts.