We work with individuals and businesses through out the USA. Through personal face to face meetings, online web meetings, online web educational events and seminars, we are able to provide our clients with the most up to date information and planning strategies available.
James A. Stokes, Jr., CFP® has been a wealth management practitioner since 1986. Jay and his staff take great pride and satisfaction in helping their clients lead happy, healthy, financially independent lives.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a roadmap to working toward a more secure financial future. Ongoing monitoring and coaching helps ensure that our clients succeed in their goals and objectives.
We’re looking forward to using our expertise to help you pursue your financial goals.