Our Team

"Advice is only as good as the person providing it. Therein lies the secret of our success... and of yours." For those seeking someone to help guide them along the path of financial planning and investment management in addition to delivering solutions for their tax, retirement and estate planning, and insurance needs, James Kocoris makes the decision of choosing a financial partner an easy one. With more than 20 years of experience in the financial services industry, James gets intimately acquainted with every detail of a family's financial affairs. These details constitute the seeds of a very thorough planning process he uses to help clients see the bigger picture. James is supported by a team of professionals including tax specialists, lawyers and accountants all working together to help individuals and their families meet their financial health objectives. If you’re seeking comprehensive wealth management solutions that will simplify and enhance your life, please feel free to contact him at anytime.

Gustavo has more than 12 years of management and financial advisory experience focusing on asset management services, retirement, and investments. As an Investment Advisor, he is dedicated to helping clients accumulate, preserve and distribute their wealth while striving to provide unmatched personal service. One of the central aspects that have supported our practice’s prominence is our focus on comprehensive lifetime planning and the process of working with clients over the broad range of personal, financial, business, family and community issues.