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
Certified Financial Planner™
Click to learn more
Pricing Models
Flat FeeAUM
Advisor Links
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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Profile Last Updated: March 25, 2025