James (“Jim”) Altschuler is a wealth advisor at RWA Wealth Partners. Jim provides comprehensive wealth plans in coordination with our investment team, tax professionals and estate planners, and he is responsible for developing customized solutions to help individuals and families realize their near- and long-term financial goals.
Jim joined RWA Wealth Partners in 2022 upon the acquisition of his firm, Altschuler Financial Services, where he’d served as the chief investment officer since 1994. Prior to that, he held several positions in the accounting field and started his career at Arthur Andersen as a tax accountant.
He earned a B.S. in accounting from Bryant University and holds a CPA designation. Jim is also a CERTIFIED FINANCIAL PLANNER® professional.
He and his wife reside in Lexington, MA. He enjoys spending time with his family and playing tennis with his wife.
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.
