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Address:

1709 Crooks Rd
Royal Oak, MI 48067

Phone:

(248) 709-6134

James Westwood Biography

 

For over 20 years, Jim Westwood has focused his practice on tax managed wealth accumulation strategies to help clients achieve their retirement, education funding, and wealth transfer objectives.  Because he knows that no two investors are the same, Jim will apply multiple approaches to each case in order to find the appropriate strategy for your situation.  Many cases require input from third party resources such as estate planning specialists and accountants with whom Jim will consult to craft creative strategies to complex situations. 
If you feel that your current advisor is lacking in some way or would like to have a second opinion about how well you are progressing toward your own investment goals, Jim is always happy to discuss your circumstances and share his ideas. 
Jim earned a bachelor's degree with honors from Olivet College in Business Administration and Economics.  Jim Westwood spent 17 years working at Wells Fargo and 3 years at Merrill Lynch. 

 

Personal

Jim has been married to his wife Jan for over 40 years. They have a daughter and a son whom they are very close to. They are proud grandparents of 4 grandsons (which include 4 year old triplets!) Jim enjoys boating, golfing, and spending time with his family.

He can be contacted at (248) 310-9638

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck