James Sporrer

Let me help you grow more than wealth

My goal for my clients is creating financial security and peace of mind by providing them with the highest level of service that often exceeds their expectations. Investors benefit from my 15+ years of experience as a financial advisor as well as my prior years of experience as a certified public accountant, tax consultant and auditor. I believe in a customized approach to managing your wealth by addressing your current financial needs and helping achieve your long-term goals.

My philosophy is a strategic buy-and-hold asset allocation strategy that is based on a broadly diversified portfolio of stocks, bonds, cash and alternative investments. In addition, I believe in closely monitoring the markets and economic events to identify shorts-term investment opportunities by adding tactical managers, funds or equities to take advantage of the "upside", yet still provide protection for the "downside."

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.