top of page

James Wells

1603 Carmody Ct Ste 300

Sewickley, PA





Jimmy began his professional career as a financial advisor with one of the leading financial planning firms in the industry.  He has 10+ years of experience in the industry and his reliability, trustworthiness and extensive knowledge of the financial planning process have allowed him to build a noteworthy network of loyal clients.

While helping his clients navigate the recent uncertain financial times, Jimmy saw a need for a more comprehensive, relationship-based financial planning process that integrated services critical to his client’s financial wellness, such as proactive tax management strategies, insurance, estate & long term care planning. James is a highly experienced Wealth Manager.  He has earned his CRPC® (Chartered Retirement Planning Counselor) designations as well as numerous industry accreditations including his Series 7 registration with LPL Financial. He also holds a Series 66 registration with LPL Financial and Stratos Wealth Partners.

An alumnus of the University of Pittsburgh, Jimmy lives in Pittsburgh's Northside neighborhood with his wife Rebecca and sons Keegan & Finnegan.  In an effort to give back to the community and be a positive role model to underserved youth, James has been Big Brother for the Big Brothers Big Sisters of Greater Pittsburgh since August 2008 and accepted a position to the Board of Directors in October of 2010.  A position he still currently holds.

bottom of page