James is a member of a national virtual family office team of elite advisors who provide tax mitigation, business expense mitigation, risk mitigation, retirement planning, estate planning, business succession planning services for the affluent clients of CPA and 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 36 years, James has been a Family Office wealth advisor and inter-generational wealth management design consultant for business owners, CPAs, law firms, and charities in various US states. 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, for the 1 percent, this is especially true. The more wealth one has, the more risks to their financial security. But with the right 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 tax advisor. James Rieger believes entirely that excellence is the best way to honor God and community and that no service, whether simple or complex, is beyond complete dedication.
Team-Based Holistic and Proactive Wealth Planning
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