Wealth Strategist
Jim Carpenter
Designs the plan: reads the whole picture of a household and draws the structure the rest of the work is built against.
About Jim
Jim is a Wealth Strategist at Camas Advice. A Strategist reads the whole picture (the household, the business, the tax position, what is meant to happen after) and designs the plan that a Wealth Orchestrator then runs.
Every strategy in a Camas plan is chosen and prioritized by a Strategist before anyone acts on it, so the work the family sees is the work the design called for.
What Jim is most often brought in on
- Plan design across tax, estate, insurance and investments
- Coordinating a household's plan with its existing advisors
Works with clients in
- Nationwide
Licensing and registrations are listed in full in the firm disclosures.
A conversation with Jim, at no cost
A conversation to work out whether coordinated planning would change anything for you, in both directions.
Book through the officeJim’s calendar opens through Camas Advice. Ask for Jim by name and the team puts the time on Jim’s calendar.