Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. For over 25 years, I’ve been providing sound guidance to help high-net-worth families and individuals make informed decisions regarding their finances, and craft custom financial strategies tailored to their individual goals, time horizon and risk tolerance. And I’ll do the same for you. I love to meet new people and have the opportunity to make a difference in their long- term financial well-being.

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enable you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.

Before joining Alden Investment Group, James was a Director of Wealth Management with Cantella & Co. Inc.,. He previously worked with Oppenheimer &  Co. as Director of Investments, Wells Fargo Advisors as First Vice President, Merrill Lynch as Vice President and Salomon Smith Barney as an Associate Vice President. He attended Widener University with a major in economics and a minor in accounting.