Legal counsel and financial guidance built around what matters to you — not around a billable hour.
Wills, trusts, and advance directives crafted to reflect your values and protect the people you care about — without the guesswork.
Learn moreFrom formation to exit, I help local business owners navigate contracts, compliance, and the legal decisions that keep operations running smoothly.
Learn moreClear-eyed financial planning that cuts through the noise — retirement strategy, investment oversight, and the kind of advice that fits your actual situation.
Learn moreNavigating Medicare, Medicaid planning, and long-term care decisions with the care your family deserves — and the clarity they need.
Learn moreResidential and commercial real estate transactions handled with attention to detail — because a property purchase is rarely just a transaction.
Learn moreProactive tax strategies that work within the law to keep more of what you've earned — and give you a clear picture of what's ahead.
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I've spent my career helping people in Dutchess County and the surrounding Hudson Valley communities make decisions they can stand behind. Not because I push a particular agenda, but because I take the time to understand what you're actually trying to protect.
Whether you're planning for your family's future, navigating a business transition, or figuring out what your finances actually look like five years from now — I'm here for the long conversation, not the quick answer.
I want to understand your situation before I recommend anything. That means asking the questions most people skip — and listening to the answers.
Your estate plan affects your taxes. Your business structure affects your retirement. I look at the full picture so decisions don't create new problems downstream.
No call centers, no forwarding chains. When you call, I answer. When you need something done, you know exactly who's handling it.
James took the time to explain everything in a way that actually made sense. I finally feel confident about my estate plan and know my family is taken care of.
Having someone who understands both the legal and financial sides has been invaluable. He caught details in my business structure that I never would have thought to question.
The peace of mind is worth more than anything. James doesn't rush you, doesn't pressure you — he just makes sure you understand what's at stake.
Whether it's a question you've been putting off or a decision you're ready to make, I'm here to help you move forward with confidence.
Reach out by phone or email, or fill out the form and I'll get back to you within one business day. Initial consultations are complimentary.
Thanks for reaching out. I'll get back to you within one business day.
