James is the lead consultant and coordinator of a 60 member family office team of elite advisors who provide tax mitigation, business expense mitigation, risk mitigation, retirement planning, advanced estate plan design, business succession planning services for the affluent clients of national philanthropic consultants, CPAs, and over 350 law offices.
James was recently 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 37 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 their lifetime income, philanthropic, investment, and legacy goals.
They say a fool and his money are soon parted, and this is especially true for the 1 percent. The more wealth one has the more risks to their financial security. But with the proper knowledge, planning, and guidance, the affluent can not only preserve their assets but enjoy them as well.
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 financial and advanced estate design consultant. James Rieger believes excellence is the best way to honor God and community and that no service, whether simple or complex, 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.
Team-Based Holistic and Proactive Wealth Planning
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.
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