Take Hold of Your Financial Future 

Everyone has financial goals. Not everyone achieves them. In order to get where you want to go, you need a map. That’s where we come in. The James Cipriotti team is dedicated to providing you with the financial planning and wealth management you need to accomplish your dreams. 

What We Offer

 

Investments

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives.
 

Insurance

Insurance is essential to any comprehensive financial security plan.
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.
 

Retirement Planning

Retirement planning has taken on many new dimensions that never had to be considered by earlier generations.
 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Why Work With James

James puts his clients first while maintaining his coveted Accredited Investment Fiduciary designation. He recognizes that no two clients are exactly alike; everyone has their own financial situation and goals. By providing customized financial planning services, he is able to take a comprehensive look at your finances to determine the best route to build and maintain wealth. 

From this information, he performs an analysis that he will then present to you and give recommendations. Together, you can implement the recommendations and meet at regular intervals to assess progress and implement any necessary changes to your financial plan. With James, you can feel confident that you are getting where you need to be because he is constantly on top of the latest changes in the industry. By taking a proactive approach, he is able to provide you with the best advice based on your finances. 

 

Wealth Management in Radnor, PA

At the Radnor Financial Center, we focus on providing you with the wealth management services you need to succeed. If you’re interested in working with the James Cipriotti team, contact us today to schedule a consultation.

James' Approach

James V. Cipriotti is dedicated to providing investment management and strategic wealth planning to retirees and those planning for retirement. Simply put, he strives to be his client’s trusted advisor. As a financial advisor, his primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

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