Since 1972, James Investment has cultivated a reputation for excellence in wealth management. Our team prioritizes understanding your unique goals and values, fostering long-lasting relationships built on trust and personalized guidance. Our 50+ years of investment research help you navigate volatile markets and life transitions, ensuring your financial well-being remains a top priority throughout the journey.
 
James Investment goes beyond simply managing investments. We believe that we have something to offer for everyone. Our financial planners create customized plans tailored to your specific needs, while our investment managers leverage diverse strategies to build and actively oversee portfolios aligned with your goals.
 
Additionally, we offer expert guidance in estate planning, helping to protect your assets and ensure your legacy is preserved. No matter where you are on your journey, let James Investment be your partner on the path to financial success.
 
Planning. Investing. Advice.

James Investment

Org chart

Teams

Offices