James F E Dunn
Supporting you with some of life’s most significant decisions.
As an executive or professional, you have significant obligations and unique financial needs. Whether its multi-faceted compensation models, equity purchase plans, or specialized borrowing needs, an advisory team can help tailor a holistic wealth strategy suited to you.
As part of The Dunn Financial Group, we take a collaborative approach to managing, building and protecting your wealth. We bring the right partners to the table based on your needs and together we develop a customized plan. We can help you with private banking and trust services, investment management and wealth strategies. We also support you with some of life’s most significant decisions including succession, inheritance, strategic philanthropy and legacy planning.
