Wealth Mentors is a registered investment advisory firm offering a unique approach to investing for high net worth individuals, their families and businesses.
Our team has acquired a broad range of knowledge in disciplines of investment management, financial planning, estate planning, and taxes.
In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. We work as your partner, providing you with counsel on an ongoing basis.
Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.
James’ professional career spans over 15 years in the wealth management and financial planning industries including leading investment firms in the nation.