Build Wealth.
Build Leverage.
Build a Life You Own.
I write about investing, entrepreneurship and the pursuit of personal agency - while building an investment firm, research platform, and life beyond the conventional path. Helping people build lives of greater purpose, agency and freedom
About Me
I am an investor, engineering leader, veteran, writer, advisor, and certified coach who helps people navigate complexity and make better consequential decisions. Throughout my career, I have worked in environments where analytical rigor, leadership, and judgement matter. Over time, I have become increasingly interested in applying those capabilities to a broader question: How can people align their capital, work, and decisions around a life of greater purpose, agency, and freedom?
My work includes investment management, research and analysis, strategic advisory, coaching, and writing. While the form of each engagement may differ, the underlying value is consistent: I help people understand where they are, clarify what they’re trying to design, and make thoughtful decisions about what comes next. I am particularly interested in working with investors, leaders, professionals, and entrepreneurs facing meaningful transitions or complex choices.
Let’s work together to find your Transcendent Ideas.
Areas of Practice
Investment Management
Through my Registered Investment Advisory (RIA) firm we specialize in fiduciary, fee only investment advice and management that is specialized to you. No cookie-cutter advice, no kickbacks to the home office for aligning you with a mutual fund. No advisor without real-world experience. We spend the time and effort to partner with you to develop and execute a plan designed to support long-term wealth stewardship across generations, based on your unique goals, convictions, and life plans. *
Research and Analytical Support
Custom and premium investment research, market commentary, portfolio analysis and strategic support for advisers, firms, and sophisticated investors.*
Strategic Consulting and Coaching
Decision support for entrepreneurs, professionals, or any individual navigating complex career, financial*, leadership, or life decisions.
Writing and Publishing
Essays, blogs, on systems, self-improvement, philosophy, life, leadership, and personal agency.
“Nothing is at last sacred but the integrity of your own mind.”
– Ralph Waldo Emerson, Self-Reliance
Get in Touch
Schedule a free 30-minute consultation with James to discuss your needs and how we can work together.