James Cipriotti's philosophy is simple. He wants to get to know you in order to help you make the best decisions possible.
As a financial advisor, his focus is to understand your goals and develop a plan to reach them. James will meet with you to present an analysis and discuss his recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, he will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to him to be proactive and knowledgeable in the financial industry. He is committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.