James Griesser, CFP®, AIF®
Managing Director
Jim joined the firm as a Managing Director and Advisor in 2020, working through the Wealthspire Annapolis and Fulton, MD offices.
With over 30 years of experience in the financial planning industry, Jim’s role as a Fiduciary advisor is to develop customized recommendations, managing each client’s particular situation in an unbiased and objective manner. Jim believes in a comprehensive approach, integrating areas such as investment management, retirement planning, risk management, and tax planning into his coordinated planning process.
Prior to joining Wealthspire, Jim was a Founding Partner at at a predecessor firm where he was an integral part of the Leadership Team in building a successful, independent Registered Investment Advisory practice.
Jim is an active Board Member for Friends of the Light House, an Annapolis based non-profit organization that hosts events in support of The Light House Homeless Prevention Center.
With over 30 years of experience in the financial planning industry, Jim’s role as a Fiduciary advisor is to develop customized recommendations, managing each client’s particular situation in an unbiased and objective manner. Jim believes in a comprehensive approach, integrating areas such as investment management, retirement planning, risk management, and tax planning into his coordinated planning process.
Prior to joining Wealthspire, Jim was a Founding Partner at at a predecessor firm where he was an integral part of the Leadership Team in building a successful, independent Registered Investment Advisory practice.
Jim is an active Board Member for Friends of the Light House, an Annapolis based non-profit organization that hosts events in support of The Light House Homeless Prevention Center.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
