James E.Larsen, AAMS®, CFP®
Senior Vice President - Investment Officer
I work with a select group of clients to build, manage, preserve and transition their wealth. Wealth Management encompasses:
- Investments
- Liability Management
- Risk Management utilizing insurance & asset protection strategies
- Estate Planning Strategies
Listening may be a lost art, but it's the foundation upon which all my client relationships are based. I listen to understand my client's current situation, their past experiences and their goals and objectives for the future. With the information my clients share with me, I develop wealth management strategies to help my clients meet their objectives. My mission is to always give advice that is objective, unbiased and cost-effective. I review and evaluate the progress of their plans, making adjustments for material changes in market conditions, tax laws or changes in their lives.
I am a practicing Certified Financial Planner™ trained on integrated financial topics including:
- Portfolio Theory & financial strategies
- Insurance planning & risk management
- Retirement & employee benefit planning
- Estate & Trust planning
I exercise my judgment with care, skill and caution and draw upon the intellectual capital of fellow professionals to meet all of the complex investment and wealth management needs of my clients. Developing trusting, client-centered relationships is both my passion and priority. Helping clients address the financial challenges and opportunities they face is my focus. Watching my clients enjoy the benefits of sound financial decision-making is a continual source of pride and enjoyment. That's my life's work: building, managing, preserving and transitioning wealth for my clients.
CA Insurance License Number: 0F42201. Resident State NC
Trust Services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.