Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Who I Am

Who I Am

With over a decade of experience, James joined LPL in 2021 and became one of the founding members of Align Wealth Group. He will work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. With his collaborative and transparent approach, he wants you always to know where you stand.

Learn More

How I Can Help

In addition to working on your behalf, I’ll simplify your financial life and help provide the freedom to focus on what matters most.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible professional supporting you every step of the way.

Learn more

Life Stages

Dream big, have fun. It's time to work toward the return on your life.

Learn more

Investment

I can create a portfolio that's designed to fit your lifestyle.

Learn more

Taxes

I have resources that can help resolve some of the most sophisticated tax issues.

Learn more

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I’ll help create an estate strategy for your family's situation.

Learn more

Insurance

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

Learn more
Ready to get started?

Ready to get started?

What Sets Me Apart

I believe great wealth management starts with great education. My passion isn’t just helping clients manage their wealth - it’s helping them understand it. When you know why you’re making financial decisions, you feel more confident, more in control, and better equipped to pursue your goals.

I take the time to meet you where you are, explain concepts clearly (no jargon, no pressure), and build a plan that fits your life. Whether you’re just starting your financial journey or refining a long-term strategy, my goal is to empower you with financial literacy and practical guidance so you can make informed decisions today and feel confidence about tomorrow.

Your goals are personal. Your financial strategy should be too.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Call Us

(732) 852-5289


Address

485E US Highway 1 South

Suite 110

Iselin, NJ 08830