Wealth Management

Jim excels at guiding investors to grow and protect their wealth so they can enjoy a worry free retirement. He manages over $90 Million of retirement savings for a select group of only 76 clients*.  Many clients started with less than $500,000. The average client has in excess of $1.1 million.  Having a relatively small client base allows him to give each client the personal attention necessary to achieve their goals.

*as of 12/31/2016

Independent Advice
Birks Financial is an independent and family run financial planning firm. Unlike an employee of a mutual fund company, bank, or insurance company, Jim acts as a fiduciary for his clients and places your interests first. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Advisors with the coveted CFP® certification must meet specific requirements related to financial knowledge, industry experience and ethical guidelines. 

Typical New Client Profile

  • Does not want to outlive their money.
  • Wants to delegate their financial management to an honest and competent advisor.
  • Has a minimum of $500,000 to invest. 

3 Simple Steps to Retiring Well at Any Age

  1. Meet to map out your Investment Plan of how to accumulate the wealth you will need for retirement.
  2. Delegate - We take care of your portfolio management details*.
  3. Review - Contact us anytime, but have confidence that we are monitoring your financial deadlines and benchmarks to keep you on track. Now that we are managing your plan, we are invested in your success!

 

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*Client accounts are held by Charles Schwab & Co., Inc.