James B Stark, Clu, Crpc Email & Phone Number

Delaware, United States

Newton, New Jersey, United States

I work with business owners and professionals who are less than 10 years out from retirement who aspire to a 'work otional' lifestyle. I specialize in providing investment solutions that align with my clients most dearly held values.

Augusta, Nj

I help CPAs and business owners:• Implement a team based approach for their practice• Reduce the risks that come from referring clients to third parties• Reduce the risk of losing clients by being more proactive• Provide more value and increase client satisfaction• Expand their "brain-trust" by working with some of the country’s best specialists• Increase organic growth by giving clients a story worth sharing with family and friendsThe economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA consultant, my team and I can help with this new reality.

Newton, Nj

At Hampton Square 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 often work with clients that have a faith-based perspective. As our advisors have a Christian world-view, we are well prepared to help guide clients to implement their financial plans in ways that address both their values and their financial needs.

Newton, Nj

Jim joined Insight Private Advisors in 2015 as a Wealth Advisor. Jim has over 35 years of experience in the financial industry including 15 years as a Chartered Life Underwriter (CLU®). Jim holds FINRA Series 6 and Series 66 registrations in 6 states currently held with PKS Financial, and is also licensed to sell insurance in NJ, FL, PA, MD, NC, CA, and NY. This is Jim’s mission statement: “I build successful, long-term client relationships based on trust, open communication and integrity. My clients work with me because I give them confidence about their finances and help them make the best use of their financial, business, and human capital in the pursuit of their life’s passions.”Jim is currently a trustee of the Swartswood Lakes and Watershed Association and in past years has served as President and Secretary. He also serves at the Evangelical Free Church of Blairstown as the Chairman of the deaconry, choir member and a Sound Technician. In past years, he has served as Church Chairman, Trustee, Boys Brigade Leader, Sunday school teacher and Worship Team member. For 24 years he served as the Chief Fiscal Officer for the Children's Wish Fulfillment Foundation in Dahlonega, GA.

Swartswood, Nj

Swartswood Lakes and Watershed Association Inc. (SLWA) is a nonprofit 501c(3) organization which was formed in 1993. Our mission is to protect the water quality of Swartswood and Little Swartswood Lakes and preserve the lakes for recreational use. Swartswood lake (520 acres) and Little Swartswood Lake (84 acres) are glacier formed lakes located in Stillwater and Hampton Townships, Sussex County, New Jersey. This watershed is primarily on public lands with over 2,000 acres of State Park, including swimming and picnic facilities, campgrounds, public boat launching, boat rentals and hunting and fishing. Enjoy the tranquil lakes where bald eagles soar and sailboats and windsurfers sail.

Wealth advisor

Registered rep

Aas, Business Management

Activities and Societies: Choir, cross country, radio station DJ,

High School

Activities and Societies: soccer, cross country, band, choir, drama club, photography club, track, weight lifting club, AV club.