James R. Wigen, CAM, ChFM, CPM, CWM
Sr. Wealth Manager / Sr. Portfolio Manager
James Can Help You Achieve Your Financial Goals & Now Offers FREE 30 Minute TelaMeeting Consultations & Monthly Financial TelaMeeting Workshops via Zoom!
James has helped clients get into & through retirement by providing essential Investment & Planning services including:
- Offering FREE Financial & Retirement Plans – analyzing Annual Contribution amounts, Annual Investment Returns, Social Security, Medicare, Estate Planning, Tax Efficiencies, Insurance Needs and more,
- Custom Portfolio Management – once we establish what annual investment return you need to meet your investment objectives, we proactively customize a portfolio for you,
- 401K Investment Guidance – we can help by analyzing your investment options and determining which funds are the best option based on your investment risk profile, Monthly, Quarterly, Semi-Annually or Annually,
- Life Insurance & Long-Term Care Insurance Needs Analysis – we will show you how much insurance you need to help reduce chances your Financial Plan results become unrealistic, due to a medical or health related issue,
- Business Retirement Plans – if you operate a small business of any size, we can help set up a retirement plan through your business, allowing you to set aside pre-tax contributions and reduce your taxable income,
- NOT Selling Commission Based Investment Products – we do not offer commission based stock trades or sell A, B or C share mutual funds, which force you to pay upfront or back-ended commissions, annual trailer fees & internal expense fees,
- Fiduciary Responsibilities – by always putting our clients’ interests first, offering a transparent annual fee to manage his clients’ investment accounts, allowing James to do better when his client’s do better.
About James
In 2005, James founded a Registered Investment Advisory Firm or RIA, his primary focus includes; Custom Portfolio Management, Wealth Management, Financial & Retirement Planning, Divorce Planning, Inheritance & Estate Planning, Business Consulting, Insurance Products, Lending & Fiduciary services for Individuals & Business owners.
Prior to being founder of his RIA, James worked as Branch Coach, Leader of Professional Development Program, Portfolio Manager & Financial Advisor for two international investment firms, starting in 1996.
James has earned several top industry designations including:
Certified Financial Planner – CFP, Candidate
Certified Mediator
Chartered Asset Manager – CAM
Chartered Financial Manager – ChFM
Chartered Portfolio Manager – CPM
Chartered Wealth Manager – CWM
Divorce Coach Certification
FINRA Arbitrator – Financial Industry Regulatory Authority
General Lines Life/Health Insurance License
Notary of Texas
Portfolio Manager Certification
James offers Custodial Investment Services through Charles Schwab & Fidelity Investments for client assets.
Market Performance During Fed Funds Rate Increases & Decreases Since 1989
This is for educational purposes only and is Not Research or a Recommendation regarding any security or investment strategy. These Graphs & Charts Should Not Be Used Alone When Deciding What Stocks, Bonds, ETFs or Mutual Funds to Buy. Past Performance is NO Guarantee of Future Results.
Please Consult Your Financial Advisor Before Buying or Selling Any Investment Products.
James CAM, ChFM, CPM, CWM designations were issued by Global Academy of Finance and Management or GAFM®.
Investing involves serious risks and past performance is no guarantee of future performance or success. This is not an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation regarding any investment or investment strategy.
Before making any decision to invest, first read the relevant disclosures and important information provided to you.
Please take the proper risk for your current situation and get the advice from a financial professional who clearly understands your current & future goals and objectives.
Investments NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE
All opinions expressed by James R. Wigen on this website are solely his opinions, and do not reflect the opinions of any business partners James is currently working with.
