James Kampetis

Pittsburgh, PA

Verified Identity

Director of Wealth Planning at

Carson Wealth

Number of Clients

220

Average Client Size

$900,000

Member Since

2024

Allow Me to Introduce Myself

James has been in the financial services industry since 2006. Most of his experience comes from Wall Street firms in both the institutional and retail sectors of the market. James also brings a lifetime of entrepreneurial experience from his family’s restaurant business. James is the Director of We...

Clientele

Retirees

Corporate Executives

Businesswomen

Inheritors

Wealthy Families

Services Provided

Retirement Planning

Estate Planning Strategies

Investment Management

Financial Planning

Specialties and Expertise

Retirement Income

Portfolio Construction

Cash Flow Analysis

Business Ownership Strategies

Succession Planning

Philanthropic Planning and Giving

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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