WillowTrust Wealth Management
Jim Nowak, CFP®, AIF®, is a seasoned financial professional with extensive experience in wealth management and education. Currently serving as the Board Member and Chair at Magellan Charter School and as an Adjunct Instructor at Wake Technical Community College, Jim specializes in teaching Retirement Planning courses. As President and Wealth Advisor at WillowTrust Wealth Management since 2006, expertise is focused on assisting clients with financial transitions, including retirement and identity rebuilding for women facing significant life changes. In addition, Jim co-founded WillowTrust Accounting to address the tax and accounting needs of individuals and small businesses. Previous roles include leadership positions at Nowak Wealth Management Group, Wake Enterprises, Inc., and local community boards. Academically, Jim holds a Certificate in Financial Planning from Boston University and a Bachelor of Science in International Business from the State University of New York at Plattsburgh.
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WillowTrust Wealth Management
WillowTrust Wealth Management is a comprehensive financial services firm committed to helping our clients work towards improving their long-term financial success. We offer a strong combination of both experience and professional services, and we operate under the belief that wealth planning is a complex process that should be – and can be – simplified for our clients.