James joined RWA Wealth Partners in 2022. He enjoys helping clients achieve their financial goals, including advising on investment planning, asset allocation, tax planning, estate planning and insurance. Prior to joining RWA Wealth Partners, he was the founder and chief investment officer at his own firm since 1994. James started his career at Arthur Andersen in the tax department. He holds a B.S. in accounting from Bryant University and earned his CPA and CERTIFIED FINANCIAL PLANNER™ designations. He and his wife Mona are residents of Lexington, MA, and love to play tennis and pickleball.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
