About Us
James S. Rieger, Founder of Rock Solid Wealth Strategies and Partner, Cocoon Resources, Inc. Investment Strategy / Business Development
James coordinates a family office team of elite advisors who provide tax mitigation, business expense mitigation, risk mitigation, retirement planning, advanced estate plan design, and business succession planning services for the affluent clients of national philanthropic consultants, CPAs, and a legal association with over 600 law offices.
James was a panel speaker at the Financial Policy Council Power Summit in New York City on The Intersection of Biotechnology with Big Data, Social Media, AI, Machine Learning, and Augmented Reality.
For the past 38 years, James has been a wealth advisor and inter-generational wealth management design consultant. He specializes in helping high-net-worth individuals and business owners optimize their assets for lifetime income, philanthropy, and legacy goals.
They say a fool and his money are soon parted, especially for the 1 percent. The more wealth one has the more risks to their financial security. But with proper knowledge, planning, and guidance, the affluent can preserve and enjoy their assets.
Our Mission
The mission of James S. Rieger and his team is to serve our clients in a fashion that far exceeds their expectations while producing financial results that are second to none. We start every day with the intent to deliver exceptional care, focused on serving our clients who have chosen us as their preferred advanced estate design consultant. James Rieger believes excellence is the best way to honor God and the community and that no simple or complex service is beyond complete dedication.
Without good advice, everything goes wrong— it takes careful planning
for things to go right.
The Holy Bible: The Contemporary English Version (Pr 15:22). (1995). Thomas Nelson.
What services do we offer?
Team-Based Holistic and Proactive Wealth Planning
- Business Succession Planning
- Tax, business expense, and business risk mitigation services
- Charitable Planning
- Fee-Based Financial Planning and Business Development Consultant for the affluent clients of CPA and Law Offices
- Lifetime Income Planning
- Inter-Generational Wealth Management
- Tax Reduction Planning For Business Owners who pay more than $600,000 in personal income taxes each year
- Advanced Estate Planning designed to pay zero estate taxes.
The Financial Policy Council
Additional Information
The Financial Policy Council is a 501(c)3 non-profit organization designed to give its select group of supporters the opportunity to have direct dialogue with the nation’s quintessential powerbrokers and policymakers by producing and promoting content through events, online presence and face-to-face meetings that educate the public about relevant and timely topics including Technology, Finance, Real Estate and current affairs (domestic and global) and their impact on wealth creation.
