James Sexton III (CFP®, CFS®)
James Sexton III focuses in the
following client markets or areas of practice:
- Baby Boomers
- Charitable Giving
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Charitable Giving
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Investment Advice with Ongoing Management: Advisors provide continuous, tailored investment guidance, adjusting portfolios as needed to align with clients' changing goals and circumstances. This ensures strategies meet objectives and risk preferences over time.
Retirement Planning & Distribution Rules: Specialists craft detailed retirement plans, considering income needs and retirement timing, while navigating IRA and 401(k) rules to optimize income and minimize taxes. Understanding of RMDs and strategic withdrawals is key.
Tax Planning: Advisors aim to reduce tax liabilities through careful planning, considering the impact of investment decisions, income, and estate planning, maximizing tax efficiency with up-to-date strategies and tax-advantaged vehicles.
Baby Boomers: Focused on this group's specific needs, advisors offer guidance on retirement readiness, estate planning, and healthcare costs, ensuring a secure retirement despite unique challenges
High Net Worth Client Needs: Tailored for individuals with significant assets, this service includes advanced estate planning, tax strategies, and wealth management to preserve and enhance wealth through customized approaches.
Assets Under Management (AUM): Reflecting the total market value of managed assets, AUM-based fees align advisors' success with clients', focusing on asset growth through effective strategies.
Additional Information
Jim is a proud member of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association for fee-only financial advisors. NAPFA membership requires advisors to operate on a strictly fee-only basis, adhere to a fiduciary standard, and commit to ongoing financial planning education — values that are central to how Jim serves every client.
At Western Reserve Capital Management, LLC, Jim helps individuals and families navigate the transition into and through retirement through comprehensive financial planning and investment management.
With over 28 years of experience in the financial industry, Jim brings a deep understanding of the complexities of retirement planning and investment management. He specializes in working with clients in the years surrounding retirement, helping them make confident, informed decisions during one of the most important financial transitions of their lives.
As a fee-only financial advisor, Jim is committed to providing unbiased and transparent advice, always putting the interests of his clients first. He takes the time to understand each client's unique situation, goals, and values, and develops personalized strategies to help them approach retirement with clarity and confidence.
Jim holds degrees in Economics and English from The University of Akron. He is a Certified Financial Planner Professional and Certified Fund Specialist, demonstrating his expertise and commitment to ongoing education in the field of financial planning.
Jim served on the Board of Directors for the Hudson Library and Historical Society. He is also a member of the Financial Planning Association, staying up-to-date on the latest industry trends and best practices.
NAPFA Start Date
July 22, 2025
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.