Jim Hennessy

Biography

Jim entered the securities business as a financial advisor in 1990. He has focused on professional wealth management and communicating the benefits of financial and estate planning strategies. Jim is a graduate of UC Davis and received his Accredited Wealth Manager designation from Michigan State University.

Judgment, Knowledge, Access, Full-time Focus

I work on my client's behalf to integrate all aspects of their financial well-being. To help accomplish this, I work in close coordination with your independent tax and legal advisors. My process is simple and consistent.

• Determine needs and risk parameters
• Develop an Investment Policy Statement
• Research appropriate investment alternatives
• Portfolio structuring and implementation
• Monitor and adjust according to market opportunities
• Constant communication and regular meetings
• Emphasizing wealth preservation and intergenerational transfer strategies

Visit me at the following locations:

Roseville Office
1490 Stone Point Drive, Suite 150
Roseville, California, 95661

San Francisco Office
2 Embarcadero Center, Suite 600
San Francisco, California, 94111

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.