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Thomas J
CFP®, Series 63, Series 65
Whitsett, NC
EPG Wealth Management LLC
Thomas James is a CFP® with 19 years of industry experience and is affiliated with EPG Wealth Management LLC. He has worked at firms including Arkadios Capital, ACG Wealth INC., and Triad Advisors, Inc. He also serves as an assistant professor of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with advisory services such as advisor-managed portfolios, third-party money manager access, and a wrap-fee program. The firm employs customized investment plans and generally manages accounts on a discretionary basis using a mix of fundamental, technical, and cyclical analysis.
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