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James B
CFP®, Series 63, Series 65
St. Augustine, FL
Tanara Wealth Management LLC
James Belliston is a CFP® with 24 years of industry experience. He is currently with Tanara Wealth Management LLC in St. Augustine, FL, where he has worked since 2026. Prior to Tanara, he was with Andina Capital Management for 13 years. Outside his advisory role, Mr. Belliston serves as a managing member and general partner in several private funds, including Andina Partners, Blue Field Income I GP, and Mercatus Partners, and consults for an events center company. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, incorporating public equities, fixed income, ETFs, structured products, and alternative investments accessed through private funds and third-party managers.
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