JA
James Awma
Founder And Managing Partner at Palatine Hill Wealth Management
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Work Experience
Founder And Managing Partner
Feb 2017 - Present · 7 years and 11 months
Partner And Senior Financial Advisor
Feb 2014 - Feb 2017 · 3 years
Vice President, Banker
Oct 2012 - Feb 2014 · 1 years and 4 months
Company Details
At Palatine Hill Wealth Management we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking critically about our clients' needs, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Year Founded
2017
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
The Liberty Building - 201 E. Liberty Suite 22 Ann Arbor, MI 48104, US
Keywords
InvestmentsFinancial PlanningInsuranceLendingEstate planningRetirement planningCharitable giftingCollege planningWealth transfer strategiesStocks
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