A complete list of active advisors currently associated with James A Wynne LLC

Warmer can help you find a great advisor at James A Wynne LLC or one who fits your needs even better.

The firm serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning services. It prepares an Investment Policy Statement for each client and generally seeks discretionary authority to implement strategies across mutual funds, ETFs (including precious‑metal ETFs), fixed income, REITs, annuities, commodities and options. The firm’s investment approach combines cyclical, fundamental, modern portfolio theory and technical analysis and employs long‑term, short‑term and options trading (including covered, uncovered and spread strategies). Risk tolerance is documented in each client’s Investment Policy Statement, accounts are reviewed at least quarterly, and clients receive custodial reports on performance and holdings. Notably, the firm’s principal is a licensed CPA who provides seasonal tax‑preparation services through an affiliated tax practice, an arrangement that is uncommon among independent advisory firms. The firm also requires custody with Schwab Institutional or Altruist — providing access to institutional custody and related platform services — and offers a negotiable flat annual fee option for certain smaller accounts.

To learn more about the advisors currently working at James A Wynne LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.