James (“Jamie”) Verity is a partner and wealth advisor at RWA Wealth Partners. He works closely with individuals and families to implement personal and comprehensive financial planning solutions. Jamie is passionate about providing guidance and support tailored to seniors, including managing health care costs, estate planning, understanding retirement options, and addressing the emotional and social aspects of aging.
Prior to joining RWA Wealth Partners in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage.
Jamie earned a B.A. in business with a minor in economics from Plymouth State University. He holds a Certified Senior Advisor (CSA)® designation and is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*
Jamie resides in Medford, MA, with his wife and children. In his free time, he enjoys spending time in New Hampshire with his family.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
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.
