Jamie Ross
Wealth Planner and Portfolio Consultant
- Role
- Portfolio Consultant & Financial Planner at Imperia Wealth Management
- Location
- Cohasset, MA, US
- LinkedIn followers
- 500 followers
About Jamie Ross
EXPERIENCE: Experience in various sectors including banking, health care, and non-profit management. Currently working at Imperia Wealth Management, applying both business and personal experience to assist individuals across different stages of life in managing, growing, and protecting their assets, as well as planning for retirement.• PROCESS: The process begins with a conversation to understand each client\'s needs and goals, following a \"Listen First\" approach to wealth management. Client objectives are central to the guidance provided, informing all recommendations made throughout financial planning.• STYLE: After reviewing a client\'s financial situation and future goals, a comprehensive assessment is conducted. Whether dealing with basic or more complex financial matters, the focus is on clarity and ensuring clients understand available options.• SERVICES OFFERED:• Comprehensive Financial Planning – Tailored plans designed to help clients achieve their objectives.• Investment Management – Portfolio management with IWM team’s collective experience • Estate Planning – Strategies aimed at asset protection and legacy planning.• Retirement Plans – Including Traditional and Roth IRAs, 401K, and business retirement solutions.• Tax Planning – Approaches to reduce tax liabilities and improve after-tax outcomes.• Investment Vehicles – Access to stocks, bonds, ETFs, mutual funds, alternatives.• College Savings – 529 Plans focused on future education expenses.• OUTSIDE THE OFFICE: Based in Hull, MA where I live with my wife of 51 years. Together we raised a family of two daughters and two sons and have 10 grandchildren. Personal interests include spending time with family, traveling, and participating in non-profit board activities.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Portfolio Consultant & Financial Planner
Jan 2023 — Present · Braintree, MA, US
Securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SPIC.For full disclosures please visit our website at
Education
St. Lawrence University
BA, History & Government
1969 — 1973
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