Jim Lipsett

Director of Wealth Management, Senior Wealth Advisor

Jim Lipsett

Jim has over 20 years of wealth management and investment-related experience. Being a Financial Planner, as well as an Equity and Options Trader, Jim is able to build you a customized plan, and then execute and manage that plan. Additionally, Jim is able to offer his clients access to a wide variety of insurance solutions by working closely with our Estate and Insurance Advisors.

Debt management and cash flow management are also important components of a well-rounded financial plan. Through Jim’s many years of experience as a Wealth Advisor, he has observed that people often have different components of their financial plan spread out amongst different organizations. This can often cause inefficiencies between all the aspects of a family’s total wealth, which is why Jim has strived over the years to create a team that offers its clients the opportunity to keep everything that matters to them financially under one umbrella.