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 manages.
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
- 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.
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