James is a Northstar Wealth Partners Investment Advisor Representative who provides detailed financial consulting and analysis for his clients and offers financial services through LPL Financial that are tailored to address their current needs and future goals. James merged with his fathers business 2011 full time, and is licensed in 14 states for securities, life and health. He holds his Series 7 registration with LPL Financial and his Series 66 registration with LPL Financial and Northstar Wealth Partners. He also specializes in tax planning, business retirement plans, IRA conversions and income strategies in retirement.
My goal is to help our clients pursue their goals, not just manage a portfolio. I get to use my entrepreneurial focus to help business owners and retirees plan for their future. We do that by listening to our clients to understand their specific situation and then provide customized financial and investment recommendations to help them work towards those goals. This is not a one size fits all firm. I am proud of what we do for our clients and their families.
Prior to joining Warner Group, James has been a successful entrepreneur in Connecticut for more than two decades. His most notable startup was Shore Publishing Newspapers, which he co-founded in high school and expanded into the second largest newspaper group in Connecticut. Acting as Publisher and Chief Financial Officer, he sold the newspaper group to the New London Day in 2008.