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
At Western Reserve Capital Management, LLC, Jim helps individuals, families, and businesses achieve their financial goals through comprehensive financial planning and investment management.
With over 27 years of experience in the financial industry, Jim brings a deep understanding of the complexities of financial planning and investment management. He has worked with clients across various stages of life, from young professionals to retirees, and has a passion for helping them navigate the ever-changing financial landscape.
As a fee-only financial advisor, Jim is committed to providing unbiased and transparent advice, always putting the interests of our clients first. He takes the time to understand each client’s unique situation, goals, and values, and develops personalized strategies to help them achieve financial peace of mind.
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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