James Adams (CFA, CFP®, MBA)

James Adams focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Few financial services firms have the breadth of expertise to provide their clients with holistic solutions—Lighthouse Wealth prides itself on being one of them. With our investment, tax, and legal backgrounds, we integrate the following services:

Financial Planning
Asset Management
Tax Planning & Preparation
Estate Planning
Charitable Planning

We specialize in services for business owners, professionals, new retirees, and those approaching retirement. We are well-versed in the planning and tax implications of business sales, Social Security, and pension benefit decisions.

As a fee-only firm, we honor our responsibility to always act in our clients’ best interests. Lighthouse Wealth does not receive any commissions or payments from third parties.

Lighthouse Wealth Management is affiliated with Brown Schultz Sheridan & Fritz (BSSF), Certified Public Accountants and Business Advisors. With one of the largest tax departments in the region, this strategic partnership with BSSF provides our clients with access to top-tier tax services.

Additional Information

James Adams (“Jimmy”) is the Chief Investment Officer of Lighthouse Wealth Management. He has two decades of financial services experience, including nine years of working with individual clients at a registered investment advisor (RIA) and a trust company. In those roles, he provided expertise in asset allocation, portfolio analytics, and financial planning, and vetted investment managers.

Jimmy also has an intimate knowledge of institutional asset management. As a product manager, he serviced $20 billion in client accounts across a wide array of investment strategies. He began his career with two national life insurance companies, where he was responsible for investment selection and credit evaluation for multi-billion-dollar corporate bond portfolios.

After the market collapse in the Global Financial Crisis, Jimmy decided to go “back to basics” and wait tables at a Waffle House in 2009, immersing himself in economic history during his off hours. The resulting memoir, Waffle Street, was published the following year. The book is a unique blend of humorous restaurant anecdotes and meditations on finance.

Waffle Street was later adapted into a feature film starring James Lafferty (of One Tree Hill fame) and screen legend Danny Glover as his restaurant mentor. The film received numerous awards, including Best Feature at the 2015 Hollywood Film Festival. It became a smash hit on Netflix and is now streaming on Amazon Prime. www.wafflestreetmovie.com

Jimmy earned an MBA from the University of North Carolina-Chapel Hill and a BS in Finance and Accounting, cum laude, from Wake Forest University. He is a Chartered Financial Analyst (CFA) Charterholder and a Certified Financial Planner®.

NAPFA Start Date

February 03, 2021

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