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James S
Series 63, Series 65
Royal Palm Beach, FL
World Equity Group, Inc.
James Sunderwirth is a financial advisor at World Equity Group, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2015. Outside of his advisory role, he is a CPA providing tax preparation and bookkeeping services and serves as a tax partner at Community Accounting Partners of FL, PLLC, focusing on homeowners associations. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm’s approach includes managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and third-party money manager access.
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