About Us

jim@fifthavenuewealth.com

Jim brings over 20 years of experience to our firm helping high-net-worth clients just like you develop tailored tax, retirement and estate plans. Before co-founding Fifth Avenue Wealth Advisors, Jim worked as a senior wealth advisor in New York City for a regional accounting firm. During his time there, Jim found that he enjoyed helping his clients view their wealth in its entirety as he worked with them to define and accomplish their specific financial goals. 

In addition, Jim spent time as a financial and estate planner for companies including Ernst & Young and Deloitte & Touch.

Jim earned an accounting degree from Pace University, his law degree from Fordham Law School and an LLM (Tax) from NYU Law School.