Jim Perkins Email & Phone Number

As the CEO and Chief Portfolio Manager of a boutique Wealth Management firm with locations in Illinois, Florida, and Michigan, I bring over 38 years of experience in financial services to guide our firm in assisting clients to achieve their present and future financial objectives. Our approach is rooted in behavioral finance, beginning with a comprehensive understanding of our clients and their values.I am dedicated to aiding our clients in attaining legacy wealth through the disciplined application of our firm's distinctive e3 investment model. Initially, we empower clients by generating a reliable income stream. Subsequently, we enhance their lifestyle with strategic and disciplined investing. Ultimately, we establish and implement a legacy platform to uplift those around them, extending beyond their lifetime ambitions.Our firm stands out as a fee-only fiduciary, uniquely equipped to counsel, construct, and execute a plan that resonates with your lifestyle goals and enduring vision. We serve as your trusted financial ally, offering impartial advice, strategic investments, and a level of service akin to a family office.After all, if money is a means, isn’t it time for it to mean more?

Listed skills include Wealth Management Services, Financial Advisory, Portfolio Management, Investment Strategies, and 10 others.